Peterson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $271K | Sell |
3,031
-343
| -10% | -$30.7K | 1.04% | 29 |
|
|
2024
Q2 | $277K | Sell |
3,374
-1,318
| -28% | -$108K | 1.69% | 23 |
|
|
2024
Q1 | $399K | Sell |
4,692
-382
| -8% | -$32.5K | 2.6% | 12 |
|
|
2023
Q4 | $412K | Sell |
5,074
-775
| -13% | -$62.9K | 2.7% | 13 |
|
|
2023
Q3 | $418K | Buy |
5,849
+18
| +0.3% | +$1.29K | 4.16% | 10 |
|
|
2023
Q2 | $441K | Buy |
5,831
+53
| +0.9% | +$4.01K | 4.04% | 10 |
|
|
2023
Q1 | $416K | Sell |
5,778
-1,084
| -16% | -$78.1K | 4.19% | 9 |
|
|
2022
Q4 | $483K | Buy |
6,862
+763
| +13% | +$53.7K | 0.64% | 56 |
|
|
2022
Q3 | $406K | Sell |
6,099
-208
| -3% | -$13.9K | 0.4% | 60 |
|
|
2022
Q2 | $431K | Sell |
6,307
-525
| -8% | -$35.9K | 0.41% | 60 |
|
|
2022
Q1 | $566K | Buy |
6,832
+24
| +0.4% | +$1.99K | 0.47% | 59 |
|
|
2021
Q4 | $611K | Buy |
+6,808
| New | +$611K | 0.5% | 59 |
|