Ropes Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,500
| Closed | -$100K | – | 570 |
|
2019
Q4 | $100K | Hold |
1,500
| – | – | 0.02% | 273 |
|
2019
Q3 | $91K | Hold |
1,500
| – | – | 0.02% | 285 |
|
2019
Q2 | $94K | Hold |
1,500
| – | – | 0.02% | 282 |
|
2019
Q1 | $92K | Hold |
1,500
| – | – | 0.02% | 274 |
|
2018
Q4 | $81K | Hold |
1,500
| – | – | 0.02% | 273 |
|
2018
Q3 | $101K | Hold |
1,500
| – | – | 0.03% | 278 |
|
2018
Q2 | $98K | Buy |
+1,500
| New | +$98K | 0.03% | 289 |
|