SFS
Strategic Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
14,035
+1,585
| +13% | +$138K | 0.07% | 60 |
|
|
2025
Q1 | $1M | Buy |
12,450
+875
| +8% | +$70.6K | 0.06% | 61 |
|
|
2024
Q4 | $1.03M | Hold |
11,575
| – | – | 0.06% | 62 |
|
|
2024
Q3 | $1.03M | Hold |
11,575
| – | – | 0.06% | 60 |
|
|
2024
Q2 | $949K | Hold |
11,575
| – | – | 0.06% | 60 |
|
|
2024
Q1 | $985K | Hold |
11,575
| – | – | 0.06% | 62 |
|
|
2023
Q4 | $939K | Buy |
11,575
+50
| +0.4% | +$4.06K | 0.07% | 66 |
|
|
2023
Q3 | $823K | Hold |
11,525
| – | – | 0.06% | 67 |
|
|
2023
Q2 | $892K | Buy |
11,525
+225
| +2% | +$17.4K | 0.07% | 68 |
|
|
2023
Q1 | $815K | Buy |
11,300
+375
| +3% | +$27K | 0.06% | 69 |
|
|
2022
Q4 | $769K | Hold |
10,925
| – | – | 0.06% | 70 |
|
|
2022
Q3 | $728K | Buy |
10,925
+2,200
| +25% | +$147K | 0.06% | 76 |
|
|
2022
Q2 | $597K | Buy |
8,725
+725
| +9% | +$49.6K | 0.05% | 85 |
|
|
2022
Q1 | $663K | Hold |
8,000
| – | – | 0.05% | 85 |
|
|
2021
Q4 | $718K | Hold |
8,000
| – | – | 0.05% | 85 |
|
|
2021
Q3 | $707K | Hold |
8,000
| – | – | 0.06% | 83 |
|
|
2021
Q2 | $741K | Buy |
8,000
+4,000
| +100% | +$371K | 0.06% | 83 |
|
|
2021
Q1 | $713K | Sell |
4,000
-1,000
| -20% | -$178K | 0.06% | 81 |
|
|
2020
Q4 | $791K | Hold |
5,000
| – | – | 0.07% | 80 |
|
|
2020
Q3 | $605K | Hold |
5,000
| – | – | 0.06% | 83 |
|
|
2020
Q2 | $577K | Hold |
5,000
| – | – | 0.06% | 80 |
|
|
2020
Q1 | $461K | Buy |
+5,000
| New | +$461K | 0.06% | 88 |
|