Tobias Financial 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
Q2 | $724K | Buy |
8,303
+3
| +0% | +$262 | 0.12% | 74 |
|
|
2025
Q1 | $669K | Buy |
8,300
+4
| +0% | +$323 | 0.13% | 64 |
|
|
2024
Q4 | $741K | Sell |
8,296
-28
| -0.3% | -$2.5K | 0.15% | 62 |
|
|
2024
Q3 | $744K | Buy |
8,324
+8
| +0.1% | +$715 | 0.15% | 56 |
|
|
2024
Q2 | $682K | Sell |
8,316
-106
| -1% | -$8.69K | 0.15% | 56 |
|
|
2024
Q1 | $716K | Hold |
8,422
| – | – | 0.16% | 58 |
|
|
2023
Q4 | $683K | Hold |
8,422
| – | – | 0.17% | 57 |
|
|
2023
Q3 | $602K | Hold |
8,422
| – | – | 0.16% | 63 |
|
|
2023
Q2 | $637K | Sell |
8,422
-193
| -2% | -$14.6K | 0.17% | 60 |
|
|
2023
Q1 | $621K | Sell |
8,615
-152
| -2% | -$11K | 0.18% | 57 |
|
|
2022
Q4 | $617K | Hold |
8,767
| – | – | 0.2% | 59 |
|
|
2022
Q3 | $584K | Hold |
8,767
| – | – | 0.21% | 58 |
|
|
2022
Q2 | $599K | Sell |
8,767
-10,686
| -55% | -$730K | 0.2% | 56 |
|
|
2022
Q1 | $1.61M | Buy |
+19,453
| New | +$1.61M | 0.56% | 36 |
|
|
2021
Q4 | – | Sell |
-8,942
| Closed | -$791K | – | 122 |
|
|
2021
Q3 | $791K | Hold |
8,942
| – | – | 0.3% | 46 |
|
|
2021
Q2 | $828K | Sell |
8,942
-108
| -1% | -$10K | 0.33% | 45 |
|
|
2021
Q1 | $807K | Sell |
9,050
-676
| -7% | -$60.3K | 0.34% | 44 |
|
|
2020
Q4 | $770K | Hold |
9,726
| – | – | 0.35% | 42 |
|
|
2020
Q3 | $588K | Sell |
9,726
-658
| -6% | -$39.8K | 0.32% | 43 |
|
|
2020
Q2 | $599K | Buy |
+10,384
| New | +$599K | 0.35% | 43 |
|