TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-133
| Closed | -$12K | – | 186 |
|
|
2021
Q2 | $12K | Buy |
133
+9
| +7% | +$812 | ﹤0.01% | 62 |
|
|
2021
Q1 | $11K | Hold |
124
| – | – | ﹤0.01% | 126 |
|
|
2020
Q4 | $10K | Buy |
124
+2
| +2% | +$161 | ﹤0.01% | 70 |
|
|
2020
Q3 | $7K | Hold |
122
| – | – | ﹤0.01% | 89 |
|
|
2020
Q2 | $7K | Sell |
122
-6
| -5% | -$344 | ﹤0.01% | 107 |
|
|
2020
Q1 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 105 |
|