Topel & Distasi Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,694
Closed -$774K 74
2022
Q3
$774K Hold
4,694
0.43% 48
2022
Q2
$704K Hold
4,694
0.41% 47
2022
Q1
$873K Hold
4,694
0.37% 54
2021
Q4
$1M Buy
+4,694
New +$1M 0.41% 52