SIA
Stegner Investment Associates’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,550
| Closed | -$424K | – | 21 |
|
|
2023
Q3 | $424K | Hold |
3,550
| – | – | 0.37% | 15 |
|
|
2023
Q2 | $439K | Sell |
3,550
-75
| -2% | -$9.27K | 0.36% | 15 |
|
|
2023
Q1 | $431K | Sell |
3,625
-659
| -15% | -$78.3K | 0.38% | 15 |
|
|
2022
Q4 | $522K | Buy |
+4,284
| New | +$522K | 0.48% | 15 |
|