SWA
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Sax Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Sax Wealth Advisors’s Portfolio VTWV Stock Details VTWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,393
Closed -$202K – 185
2021
Q4 		$202K Buy
+1,393
New +$202K 0.04% 176
2021
Q3 		– Sell
-1,393
Closed -$203K – 174
2021
Q2 		$203K Buy
+1,393
New +$203K 0.07% 155