WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,310
| Closed | -$206K | – | 270 |
|
|
2024
Q3 | $206K | Buy |
+2,310
| New | +$206K | 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 | +$288K | 0.02% | 321 |
|
|
2022
Q1 | $371K | Buy |
4,971
+669
| +16% | +$49.9K | 0.03% | 289 |
|
|
2021
Q4 | $349K | Sell |
4,302
-1,600
| -27% | -$130K | 0.02% | 298 |
|
|
2021
Q3 | $534K | Sell |
5,902
-226
| -4% | -$20.4K | 0.04% | 243 |
|
|
2021
Q2 | $553K | Sell |
6,128
-6,124
| -50% | -$553K | 0.04% | 226 |
|
|
2021
Q1 | $552K | Buy |
12,252
+5,342
| +77% | +$241K | 0.04% | 215 |
|
|
2020
Q4 | $609K | Buy |
6,910
+100
| +1% | +$8.81K | 0.05% | 190 |
|
|
2020
Q3 | $467K | Sell |
6,810
-16
| -0.2% | -$1.1K | 0.05% | 205 |
|
|
2020
Q2 | $432K | Buy |
+6,826
| New | +$432K | 0.04% | 203 |
|