Plante Moran Financial Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-269
| Closed | -$41.9K | – | 958 |
|
|
2022
Q4 | $41.9K | Sell |
269
-12
| -4% | -$1.87K | 0.01% | 336 |
|
|
2022
Q3 | $42K | Hold |
281
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $42K | Hold |
281
| – | – | 0.01% | 338 |
|
|
2022
Q1 | $52K | Hold |
281
| – | – | 0.01% | 330 |
|
|
2021
Q4 | $60K | Hold |
281
| – | – | 0.01% | 326 |
|
|
2021
Q3 | $60K | Hold |
281
| – | – | 0.01% | 353 |
|
|
2021
Q2 | $64K | Sell |
281
-98
| -26% | -$22.3K | 0.02% | 322 |
|
|
2021
Q1 | $83K | Sell |
379
-67
| -15% | -$14.7K | 0.02% | 277 |
|
|
2020
Q4 | $93K | Hold |
446
| – | – | 0.03% | 263 |
|
|
2020
Q3 | $72K | Hold |
446
| – | – | 0.03% | 267 |
|
|
2020
Q2 | $67K | Hold |
446
| – | – | 0.03% | 257 |
|
|
2020
Q1 | $51K | Sell |
446
-32
| -7% | -$3.66K | 0.02% | 252 |
|
|
2019
Q4 | $74K | Sell |
478
-5
| -1% | -$774 | 0.03% | 261 |
|
|
2019
Q3 | $68K | Buy |
+483
| New | +$68K | 0.02% | 294 |
|