Moneta Group Investment Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $714K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Buy |
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