Summit Trail Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,341
Closed -$385K 548
2023
Q1
$385K Buy
5,341
+16
+0.3% +$1.15K 0.02% 267
2022
Q4
$375K Buy
+5,325
New +$375K 0.02% 235