TDWM
Topel & Distasi Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,763
| Closed | -$634K | – | 74 |
|
|
2025
Q1 | $634K | Sell |
4,763
-1,665
| -26% | -$222K | 0.3% | 54 |
|
|
2024
Q4 | $930K | Hold |
6,428
| – | – | 0.4% | 51 |
|
|
2024
Q3 | $946K | Sell |
6,428
-736
| -10% | -$108K | 0.39% | 51 |
|
|
2024
Q2 | $960K | Hold |
7,164
| – | – | 0.42% | 48 |
|
|
2024
Q1 | $1M | Hold |
7,164
| – | – | 0.44% | 47 |
|
|
2023
Q4 | $978K | Hold |
7,164
| – | – | 0.46% | 42 |
|
|
2023
Q3 | $855K | Hold |
7,164
| – | – | 0.45% | 44 |
|
|
2023
Q2 | $886K | Hold |
7,164
| – | – | 0.45% | 46 |
|
|
2023
Q1 | $863K | Hold |
7,164
| – | – | 0.45% | 45 |
|
|
2022
Q4 | $872K | Hold |
7,164
| – | – | 0.49% | 42 |
|
|
2022
Q3 | $930K | Hold |
7,164
| – | – | 0.51% | 44 |
|
|
2022
Q2 | $854K | Hold |
7,164
| – | – | 0.49% | 44 |
|
|
2022
Q1 | $1.01M | Hold |
7,164
| – | – | 0.42% | 48 |
|
|
2021
Q4 | $1.04M | Buy |
+7,164
| New | +$1.04M | 0.42% | 47 |
|