Powell Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,465
| Closed | -$165K | – | 144 |
|
|
2022
Q3 | $165K | Sell |
2,465
-1,313
| -35% | -$87.9K | 0.11% | 104 |
|
|
2022
Q2 | $259K | Hold |
3,778
| – | – | 0.16% | 88 |
|
|
2022
Q1 | $313K | Buy |
3,778
+5
| +0.1% | +$414 | 0.18% | 73 |
|
|
2021
Q4 | $339K | Sell |
3,773
-14
| -0.4% | -$1.26K | 0.19% | 70 |
|
|
2021
Q3 | $336K | Buy |
3,787
+7
| +0.2% | +$621 | 0.21% | 69 |
|
|
2021
Q2 | $351K | Buy |
3,780
+4
| +0.1% | +$371 | 0.22% | 66 |
|
|
2021
Q1 | $337K | Buy |
+3,776
| New | +$337K | 0.22% | 63 |
|