Valeo 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 | $357K | Buy |
4,092
+15
| +0.4% | +$1.31K | 0.01% | 520 |
|
|
2025
Q1 | $329K | Hold |
4,077
| – | – | 0.01% | 507 |
|
|
2024
Q4 | $364K | Sell |
4,077
-1,621
| -28% | -$145K | 0.01% | 477 |
|
|
2024
Q3 | $509K | Hold |
5,698
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $467K | Buy |
5,698
+1,570
| +38% | +$129K | 0.01% | 409 |
|
|
2024
Q1 | $330K | Buy |
4,128
+180
| +5% | +$14.4K | 0.01% | 471 |
|
|
2023
Q4 | $320K | Sell |
3,948
-9
| -0.2% | -$730 | 0.01% | 472 |
|
|
2023
Q3 | $283K | Hold |
3,957
| – | – | 0.01% | 472 |
|
|
2023
Q2 | $299K | Sell |
3,957
-15
| -0.4% | -$1.13K | 0.01% | 435 |
|
|
2023
Q1 | $286K | Buy |
3,972
+40
| +1% | +$2.88K | 0.01% | 455 |
|
|
2022
Q4 | $277K | Hold |
3,932
| – | – | 0.02% | 408 |
|
|
2022
Q3 | $262K | Sell |
3,932
-12
| -0.3% | -$800 | 0.02% | 381 |
|
|
2022
Q2 | $270K | Sell |
3,944
-30
| -0.8% | -$2.05K | 0.02% | 369 |
|
|
2022
Q1 | $329K | Sell |
3,974
-150
| -4% | -$12.4K | 0.02% | 405 |
|
|
2021
Q4 | $370K | Buy |
4,124
+302
| +8% | +$27.1K | 0.02% | 357 |
|
|
2021
Q3 | $338K | Hold |
3,822
| – | – | 0.02% | 359 |
|
|
2021
Q2 | $354K | Buy |
3,822
+42
| +1% | +$3.89K | 0.02% | 314 |
|
|
2021
Q1 | $337K | Buy |
+3,780
| New | +$337K | 0.02% | 331 |
|