WA
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Waverly Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Waverly Advisors’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Buy
2,037
+83
+4% +$11.5K ﹤0.01% 990
2025
Q1 		$260K Hold
1,954
– – ﹤0.01% 972
2024
Q4 		$283K Buy
+1,954
New +$283K ﹤0.01% 839