Meridian Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.55M | Sell |
17,813
-125
| -0.7% | -$10.9K | 0.25% | 65 |
|
2025
Q1 | $1.45M | Sell |
17,938
-1,700
| -9% | -$137K | 0.25% | 63 |
|
2024
Q4 | $1.75M | Sell |
19,638
-95
| -0.5% | -$8.49K | 0.29% | 56 |
|
2024
Q3 | $1.76M | Buy |
19,733
+1,001
| +5% | +$89.4K | 0.29% | 57 |
|
2024
Q2 | $1.54M | Buy |
18,732
+100
| +0.5% | +$8.2K | 0.27% | 60 |
|
2024
Q1 | $1.58M | Buy |
18,632
+1,126
| +6% | +$95.8K | 0.3% | 62 |
|
2023
Q4 | $1.42M | Buy |
17,506
+1,300
| +8% | +$105K | 0.31% | 63 |
|
2023
Q3 | $1.16M | Buy |
16,206
+1
| +0% | +$71 | 0.29% | 69 |
|
2023
Q2 | $1.23M | Sell |
16,205
-350
| -2% | -$26.5K | 0.3% | 69 |
|
2023
Q1 | $1.19M | Buy |
16,555
+1
| +0% | +$72 | 0.3% | 69 |
|
2022
Q4 | $1.16M | Buy |
16,554
+3,247
| +24% | +$228K | 0.3% | 70 |
|
2022
Q3 | $887K | Sell |
13,307
-2,950
| -18% | -$197K | 0.25% | 76 |
|
2022
Q2 | $1.11M | Sell |
16,257
-8,009
| -33% | -$547K | 0.3% | 74 |
|
2022
Q1 | $2.01M | Sell |
24,266
-2,699
| -10% | -$224K | 0.47% | 53 |
|
2021
Q4 | $2.42M | Buy |
26,965
+3,510
| +15% | +$315K | 0.59% | 46 |
|
2021
Q3 | $2.07M | Sell |
23,455
-398
| -2% | -$35.2K | 0.58% | 43 |
|
2021
Q2 | $2.21M | Buy |
23,853
+2,949
| +14% | +$273K | 0.63% | 36 |
|
2021
Q1 | $1.86M | Buy |
20,904
+4,402
| +27% | +$392K | 0.62% | 37 |
|
2020
Q4 | $1.31M | Buy |
+16,502
| New | +$1.31M | 0.48% | 50 |
|
2019
Q1 | – | Sell |
-370
| Closed | -$20K | – | 390 |
|
2018
Q4 | $20K | Buy |
+370
| New | +$20K | 0.02% | 356 |
|