SWA
SFMG Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,377
| Closed | -$353K | – | 300 |
|
|
2025
Q1 | $353K | Buy |
4,377
+112
| +3% | +$9.03K | 0.03% | 177 |
|
|
2024
Q4 | $381K | Hold |
4,265
| – | – | 0.03% | 175 |
|
|
2024
Q3 | $381K | Hold |
4,265
| – | – | 0.03% | 173 |
|
|
2024
Q2 | $350K | Hold |
4,265
| – | – | 0.03% | 177 |
|
|
2024
Q1 | $363K | Hold |
4,265
| – | – | 0.03% | 179 |
|
|
2023
Q4 | $346K | Hold |
4,265
| – | – | 0.03% | 176 |
|
|
2023
Q3 | $305K | Hold |
4,265
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $323K | Hold |
4,265
| – | – | 0.03% | 170 |
|
|
2023
Q1 | $307K | Hold |
4,265
| – | – | 0.03% | 178 |
|
|
2022
Q4 | $300K | Buy |
+4,265
| New | +$300K | 0.03% | 182 |
|