Topel & Distasi Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $634K | Sell |
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|
2024
Q4 | $930K | Hold |
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|
2024
Q3 | $946K | Sell |
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|
2024
Q2 | $960K | Hold |
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|
2024
Q1 | $1M | Hold |
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|
2023
Q4 | $978K | Hold |
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|
2023
Q3 | $855K | Hold |
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|
2023
Q2 | $886K | Hold |
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|
2023
Q1 | $863K | Hold |
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|
2022
Q4 | $872K | Hold |
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|
2022
Q3 | $930K | Hold |
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|
2022
Q2 | $854K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.04M | Buy |
|