WealthPlan Investment Management’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
2023
Q1
Sell
-3,702
Closed -$288K 581
2022
Q4
$288K Sell
3,702
-1,246
-25% -$96.8K 0.02% 321
2022
Q3
$359K Buy
+4,948
New +$359K 0.03% 282
2022
Q1
$371K Buy
+4,971
New +$371K 0.03% 289