SVWAG
Sound View Wealth Advisors Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,868
| Closed | -$256K | – | 430 |
|
|
2024
Q4 | $256K | Sell |
2,868
-47
| -2% | -$4.2K | 0.02% | 365 |
|
|
2024
Q3 | $260K | Sell |
2,915
-12
| -0.4% | -$1.07K | 0.02% | 361 |
|
|
2024
Q2 | $240K | Buy |
2,927
+12
| +0.4% | +$984 | 0.02% | 332 |
|
|
2024
Q1 | $248K | Hold |
2,915
| – | – | 0.03% | 331 |
|
|
2023
Q4 | $236K | Sell |
2,915
-390
| -12% | -$31.6K | 0.03% | 347 |
|
|
2023
Q3 | $236K | Sell |
3,305
-82
| -2% | -$5.86K | 0.03% | 323 |
|
|
2023
Q2 | $256K | Sell |
3,387
-48
| -1% | -$3.63K | 0.03% | 309 |
|
|
2023
Q1 | $248K | Buy |
3,435
+520
| +18% | +$37.5K | 0.03% | 313 |
|
|
2022
Q4 | $236K | Buy |
+2,915
| New | +$236K | 0.03% | 347 |
|
|
2022
Q3 | – | Sell |
-3,764
| Closed | -$257K | – | 281 |
|
|
2022
Q2 | $257K | Sell |
3,764
-287
| -7% | -$19.6K | 0.05% | 239 |
|
|
2022
Q1 | $336K | Sell |
4,051
-2,166
| -35% | -$180K | 0.06% | 221 |
|
|
2021
Q4 | $558K | Buy |
6,217
+490
| +9% | +$44K | 0.11% | 171 |
|
|
2021
Q3 | $506K | Buy |
5,727
+107
| +2% | +$9.45K | 0.11% | 168 |
|
|
2021
Q2 | $520K | Buy |
5,620
+3,988
| +244% | +$369K | 0.11% | 166 |
|
|
2021
Q1 | $291K | Buy |
+1,632
| New | +$291K | 0.07% | 225 |
|