Sowell Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-13,611
| Closed | -$1.19M | – | 1137 |
|
|
2025
Q2 | $1.19M | Buy |
13,611
+731
| +6% | +$59.5K | 0.05% | 368 |
|
|
2025
Q1 | $1.04M | Sell |
12,880
-31
| -0.2% | -$2.72K | 0.05% | 374 |
|
|
2024
Q4 | $1.15M | Buy |
12,911
+2,750
| +27% | +$254K | 0.06% | 293 |
|
|
2024
Q3 | $908K | Sell |
10,161
-504
| -5% | -$43.6K | 0.04% | 355 |
|
|
2024
Q2 | $877K | Sell |
10,665
-611
| -5% | -$49.9K | 0.04% | 347 |
|
|
2024
Q1 | $959K | Buy |
11,276
+85
| +0.8% | +$6.85K | 0.05% | 350 |
|
|
2023
Q4 | $908K | Sell |
11,191
-940
| -8% | -$68.1K | 0.05% | 345 |
|
|
2023
Q3 | $867K | Sell |
12,131
-95
| -0.8% | -$7.21K | 0.05% | 324 |
|
|
2023
Q2 | $925K | Buy |
12,226
+215
| +2% | +$15.5K | 0.05% | 369 |
|
|
2023
Q1 | $866K | Buy |
12,011
+208
| +2% | +$15.5K | 0.07% | 322 |
|
|
2022
Q4 | $831K | Buy |
11,803
+760
| +7% | +$54.6K | 0.05% | 343 |
|
|
2022
Q3 | $739K | Buy |
+11,043
| New | +$813K | 0.07% | 264 |
|
|
2021
Q3 | – | Sell |
-24,477
| Closed | -$2.27M | – | 561 |
|
|
2021
Q2 | $2.27M | Sell |
24,477
-14,283
| -37% | -$1.3M | 0.15% | 168 |
|
|
2021
Q1 | $1.74M | Buy |
38,760
+30,388
| +363% | +$2.68M | 0.06% | 274 |
|
|
2020
Q4 | $663K | Sell |
8,372
-508
| -6% | -$35.9K | 0.03% | 440 |
|
|
2020
Q3 | $537K | Sell |
8,880
-822
| -8% | -$49.8K | 0.03% | 453 |
|
|
2020
Q2 | $560K | Buy |
9,702
+166
| +2% | +$8.78K | 0.03% | 422 |
|
|
2020
Q1 | $440K | Sell |
9,536
-8,574
| -47% | -$514K | 0.03% | 425 |
|
|
2019
Q4 | $1.21M | Buy |
18,110
+17,870
| +7,446% | +$1.14M | 0.09% | 224 |
|
|
2019
Q3 | $15K | Buy |
+240
| New | +$14.7K | ﹤0.01% | 1399 |
|
|
2019
Q1 | $492K | Buy |
+8,002
| New | +$483K | 0.06% | 328 |
|
Other funds holding VTWO
NIM
