Mosaic Family Wealth Partners’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 | $597K | Sell |
6,848
-282
| -4% | -$24.6K | 0.08% | 120 |
|
|
2025
Q1 | $575K | Hold |
7,130
| – | – | 0.08% | 124 |
|
|
2024
Q4 | $637K | Hold |
7,130
| – | – | 0.09% | 108 |
|
|
2024
Q3 | $637K | Hold |
7,130
| – | – | 0.09% | 104 |
|
|
2024
Q2 | $584K | Sell |
7,130
-200
| -3% | -$16.4K | 0.09% | 106 |
|
|
2024
Q1 | $623K | Buy |
7,330
+15
| +0.2% | +$1.28K | 0.1% | 106 |
|
|
2023
Q4 | $593K | Hold |
7,315
| – | – | 0.1% | 103 |
|
|
2023
Q3 | $523K | Hold |
7,315
| – | – | 0.1% | 103 |
|
|
2023
Q2 | $553K | Hold |
7,315
| – | – | 0.11% | 100 |
|
|
2023
Q1 | $527K | Sell |
7,315
-26
| -0.4% | -$1.87K | 0.11% | 103 |
|
|
2022
Q4 | $517K | Buy |
+7,341
| New | +$517K | 0.15% | 98 |
|