Moneta Group Investment Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
3,443
+1
| +0% | +$208 | 0.01% | 361 |
|
|
2025
Q1 | $641K | Buy |
3,442
+1
| +0% | +$186 | 0.01% | 362 |
|
|
2024
Q4 | $723K | Sell |
3,441
-114
| -3% | -$24K | 0.01% | 326 |
|
|
2024
Q3 | $737K | Buy |
3,555
+1
| +0% | +$207 | 0.01% | 324 |
|
|
2024
Q2 | $679K | Hold |
3,554
| – | – | 0.01% | 330 |
|
|
2024
Q1 | $701K | Buy |
3,554
+1,815
| +104% | +$358K | 0.01% | 319 |
|
|
2023
Q4 | $319K | Buy |
1,739
+1
| +0.1% | +$184 | 0.01% | 432 |
|
|
2023
Q3 | $283K | Buy |
1,738
+87
| +5% | +$14.2K | 0.01% | 418 |
|
|
2023
Q2 | $291K | Hold |
1,651
| – | – | 0.01% | 430 |
|
|
2023
Q1 | $272K | Buy |
+1,651
| New | +$272K | 0.01% | 439 |
|
|
2022
Q3 | – | Sell |
-3,040
| Closed | -$456K | – | 469 |
|
|
2022
Q2 | $456K | Buy |
3,040
+852
| +39% | +$128K | 0.02% | 311 |
|
|
2022
Q1 | $407K | Buy |
2,188
+754
| +53% | +$140K | 0.02% | 317 |
|
|
2021
Q4 | $306K | Buy |
+1,434
| New | +$306K | 0.01% | 377 |
|