WealthPLAN Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,310	Closed	-$206K	–	270
2024 Q3	$206K	Buy	+2,310	New	+$200K	0.03%	249
2023 Q2	–	Sell	-3,702	Closed	-$267K	–	1400
2023 Q1	$267K	Hold	3,702	–	–	0.03%	265
2022 Q4	$288K	Buy	+3,702	New	+$266K	0.02%	321
2022 Q1	$371K	Buy	4,971 +669	+16%	+$55K	0.03%	289
2021 Q4	$349K	Sell	4,302 -1,600	-27%	-$146K	0.02%	299
2021 Q3	$534K	Sell	5,902 -226	-4%	-$20.2K	0.04%	245
2021 Q2	$553K	Sell	6,128 -6,124	-50%	-$556K	0.04%	227
2021 Q1	$552K	Buy	12,252 +5,342	+77%	+$471K	0.04%	215
2020 Q4	$609K	Buy	6,910 +100	+1%	+$7.07K	0.05%	191
2020 Q3	$467K	Sell	6,810 -16	-0.2%	-$970	0.05%	206
2020 Q2	$432K	Buy	+6,826	New	+$361K	0.04%	204