PWA
Phoenix Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
14,819
-2,206
| -13% | -$307K | 0.86% | 37 |
|
|
2025
Q1 | $2.27M | Sell |
17,025
-3,684
| -18% | -$490K | 0.99% | 35 |
|
|
2024
Q4 | $2.99M | Buy |
20,709
+1,952
| +10% | +$282K | 1.3% | 21 |
|
|
2024
Q3 | $2.76M | Buy |
18,757
+1,782
| +10% | +$262K | 1.28% | 24 |
|
|
2024
Q2 | $2.28M | Buy |
16,975
+977
| +6% | +$131K | 1.14% | 30 |
|
|
2024
Q1 | $2.24M | Buy |
15,998
+1,889
| +13% | +$264K | 1.36% | 29 |
|
|
2023
Q4 | $1.92M | Buy |
14,109
+1,644
| +13% | +$224K | 1.34% | 29 |
|
|
2023
Q3 | $1.49M | Buy |
12,465
+286
| +2% | +$34.1K | 0.87% | 33 |
|
|
2023
Q2 | $1.51M | Buy |
12,179
+772
| +7% | +$95.5K | 0.88% | 32 |
|
|
2023
Q1 | $1.37M | Buy |
11,407
+658
| +6% | +$79.3K | 0.85% | 29 |
|
|
2022
Q4 | $1.31M | Buy |
+10,749
| New | +$1.31M | 0.79% | 33 |
|