Vanguard Capital Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-994
| Closed | -$213K | – | 129 |
|
|
2022
Q4 | $213K | Sell |
994
-2,145
| -68% | -$460K | 0.25% | 96 |
|
|
2022
Q3 | $649K | Buy |
+3,139
| New | +$649K | 0.79% | 31 |
|
|
2019
Q3 | – | Sell |
-2,710
| Closed | -$544K | – | 128 |
|
|
2019
Q2 | $544K | Buy |
+2,710
| New | +$544K | 0.66% | 50 |
|
|
2018
Q3 | – | Sell |
-27,500
| Closed | -$561K | – | 131 |
|
|
2018
Q2 | $561K | Buy |
+27,500
| New | +$561K | 0.74% | 51 |
|