SFSG
Sound Financial Strategies Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,266
| Closed | -$95.7K | – | 85 |
|
|
2023
Q2 | $95.7K | Buy |
1,266
+23
| +2% | +$1.74K | 0.07% | 61 |
|
|
2023
Q1 | $89.6K | Buy |
+1,243
| New | +$89.6K | 0.06% | 48 |
|
|
2022
Q4 | – | Sell |
-50,039
| Closed | -$3.33M | – | 69 |
|
|
2022
Q3 | $3.33M | Buy |
50,039
+48,573
| +3,313% | +$3.24M | 5.01% | 4 |
|
|
2022
Q2 | $100K | Buy |
1,466
+1
| +0.1% | +$68 | 0.08% | 38 |
|
|
2022
Q1 | $121K | Sell |
1,465
-575
| -28% | -$47.5K | 0.07% | 59 |
|
|
2021
Q4 | $183K | Sell |
2,040
-419
| -17% | -$37.6K | 0.09% | 82 |
|
|
2021
Q3 | $217K | Sell |
2,459
-128,411
| -98% | -$11.3M | 0.11% | 75 |
|
|
2021
Q2 | $12.1M | Buy |
130,870
+45,322
| +53% | +$4.2M | 6.04% | 3 |
|
|
2021
Q1 | $15.3M | Buy |
+85,548
| New | +$15.3M | 7.81% | 3 |
|