Simplicity Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
36,788
+18,561
| +102% | +$1.62M | 0.13% | 155 |
|
|
2025
Q1 | $1.47M | Buy |
+18,227
| New | +$1.47M | 0.11% | 197 |
|
|
2024
Q4 | – | Sell |
-15,807
| Closed | -$1.41M | – | 515 |
|
|
2024
Q3 | $1.41M | Sell |
15,807
-773
| -5% | -$69.1K | 0.13% | 146 |
|
|
2024
Q2 | $1.36M | Sell |
16,580
-22,066
| -57% | -$1.81M | 0.03% | 439 |
|
|
2024
Q1 | $3.29M | Sell |
38,646
-3,725
| -9% | -$317K | 0.08% | 252 |
|
|
2023
Q4 | $3.44M | Sell |
42,371
-13,073
| -24% | -$1.06M | 1.33% | 17 |
|
|
2023
Q3 | $3.96M | Buy |
55,444
+606
| +1% | +$43.3K | 2.32% | 14 |
|
|
2023
Q2 | $4.15M | Sell |
54,838
-1,585
| -3% | -$120K | 2.58% | 14 |
|
|
2023
Q1 | $4.07M | Buy |
56,423
+12,718
| +29% | +$917K | 2.7% | 12 |
|
|
2022
Q4 | $3.08M | Buy |
+43,705
| New | +$3.08M | 2.71% | 12 |
|