Mosaic Family Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Buy |
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|
2025
Q2 | $597K | Sell |
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|
2025
Q1 | $575K | Hold |
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|
2024
Q4 | $637K | Hold |
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|
2024
Q3 | $637K | Hold |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $623K | Buy |
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|
2023
Q4 | $593K | Hold |
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|
2023
Q3 | $523K | Hold |
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|
2023
Q2 | $553K | Hold |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $517K | Buy |
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