MWP
MYCIO Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Hold |
4,360
| – | – | 0.09% | 34 |
|
|
2025
Q1 | $352K | Hold |
4,360
| – | – | 0.08% | 34 |
|
|
2024
Q4 | $389K | Buy |
+4,360
| New | +$389K | 0.09% | 36 |
|
|
2020
Q1 | – | Sell |
-13,901
| Closed | -$1.85M | – | 394 |
|
|
2019
Q4 | $1.85M | Buy |
13,901
+2,076
| +18% | +$276K | 0.12% | 77 |
|
|
2019
Q3 | $1.44M | Hold |
11,825
| – | – | 0.11% | 85 |
|
|
2019
Q2 | $1.48M | Buy |
11,825
+10
| +0.1% | +$1.25K | 0.12% | 78 |
|
|
2019
Q1 | $1.45M | Buy |
11,815
+4
| +0% | +$492 | 0.12% | 73 |
|
|
2018
Q4 | $1.27M | Buy |
+11,811
| New | +$1.27M | 0.12% | 82 |
|
|
2014
Q3 | – | Sell |
-1,010
| Closed | -$96K | – | 663 |
|
|
2014
Q2 | $96K | Hold |
1,010
| – | – | 0.02% | 199 |
|
|
2014
Q1 | $94K | Buy |
1,010
+10
| +1% | +$931 | 0.02% | 191 |
|
|
2013
Q4 | $92K | Hold |
1,000
| – | – | 0.02% | 185 |
|
|
2013
Q3 | $86K | Hold |
1,000
| – | – | 0.02% | 181 |
|
|
2013
Q2 | $78K | Buy |
+1,000
| New | +$78K | 0.02% | 188 |
|