Moneta Group Investment 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 | $795K | Buy |
9,116
+2,128
| +30% | +$186K | 0.01% | 345 |
|
|
2025
Q1 | $564K | Sell |
6,988
-86
| -1% | -$6.94K | 0.01% | 391 |
|
|
2024
Q4 | $632K | Buy |
7,074
+3,672
| +108% | +$328K | 0.01% | 357 |
|
|
2024
Q3 | $304K | Sell |
3,402
-340
| -9% | -$30.4K | ﹤0.01% | 515 |
|
|
2024
Q2 | $307K | Buy |
3,742
+870
| +30% | +$71.3K | ﹤0.01% | 476 |
|
|
2024
Q1 | $244K | Buy |
2,872
+211
| +8% | +$17.9K | ﹤0.01% | 533 |
|
|
2023
Q4 | $216K | Buy |
+2,661
| New | +$216K | ﹤0.01% | 520 |
|
|
2022
Q3 | – | Sell |
-9,770
| Closed | -$668K | – | 470 |
|
|
2022
Q2 | $668K | Buy |
+9,770
| New | +$668K | 0.02% | 259 |
|
|
2022
Q1 | – | Sell |
-2,795
| Closed | -$251K | – | 495 |
|
|
2021
Q4 | $251K | Buy |
+2,795
| New | +$251K | 0.01% | 418 |
|
|
2019
Q3 | – | Sell |
-192
| Closed | -$12K | – | 308 |
|
|
2019
Q2 | $12K | Sell |
192
-4
| -2% | -$250 | ﹤0.01% | 247 |
|
|
2019
Q1 | $12K | Buy |
+196
| New | +$12K | ﹤0.01% | 254 |
|