Sunesis 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.36M | Hold |
16,893
| – | – | 0.74% | 20 |
|
2024
Q4 | $1.51M | Buy |
16,893
+1
| +0% | +$89 | 0.92% | 17 |
|
2024
Q3 | $1.51M | Buy |
16,892
+1
| +0% | +$89 | 0.91% | 18 |
|
2024
Q2 | $1.38M | Hold |
16,891
| – | – | 0.82% | 21 |
|
2024
Q1 | $1.44M | Hold |
16,891
| – | – | 0.84% | 21 |
|
2023
Q4 | $1.37M | Hold |
16,891
| – | – | 0.83% | 22 |
|
2023
Q3 | $1.21M | Buy |
+16,891
| New | +$1.21M | 0.86% | 20 |
|
2023
Q1 | $1.23M | Buy |
17,005
+1
| +0% | +$72 | 0.88% | 18 |
|
2022
Q4 | $1.2M | Sell |
17,004
-146
| -0.9% | -$10.3K | 0.77% | 26 |
|
2022
Q3 | $1.14M | Hold |
17,150
| – | – | 0.79% | 26 |
|
2022
Q2 | $1.17M | Sell |
17,150
-1,911
| -10% | -$131K | 0.76% | 28 |
|
2022
Q1 | $1.58M | Buy |
19,061
+34
| +0.2% | +$2.82K | 0.91% | 24 |
|
2021
Q4 | $1.71M | Buy |
19,027
+2
| +0% | +$180 | 1.25% | 18 |
|
2021
Q3 | $1.68M | Buy |
19,025
+49
| +0.3% | +$4.33K | 1.3% | 18 |
|
2021
Q2 | $1.76M | Hold |
18,976
| – | – | 1.34% | 16 |
|
2021
Q1 | $1.69M | Buy |
18,976
+26
| +0.1% | +$2.32K | 1.35% | 17 |
|
2020
Q4 | $1.5M | Hold |
18,950
| – | – | 1.21% | 17 |
|
2020
Q3 | $1.15M | Sell |
18,950
-768
| -4% | -$46.4K | 1.02% | 18 |
|
2020
Q2 | $1.14M | Buy |
19,718
+122
| +0.6% | +$7.04K | 1.05% | 18 |
|
2020
Q1 | $903K | Buy |
+19,596
| New | +$903K | 0.91% | 20 |
|