WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
2,510
+85
| +4% | +$7.41K | 0.03% | 309 |
|
|
2025
Q1 | $196K | Buy |
2,425
+1,122
| +86% | +$90.5K | 0.03% | 319 |
|
|
2024
Q4 | $116K | Buy |
1,303
+20
| +2% | +$1.79K | 0.02% | 327 |
|
|
2024
Q3 | $115K | Buy |
1,283
+5
| +0.4% | +$447 | 0.02% | 338 |
|
|
2024
Q2 | $105K | Sell |
1,278
-572
| -31% | -$47.1K | 0.02% | 324 |
|
|
2024
Q1 | $157K | Buy |
1,850
+51
| +3% | +$4.34K | 0.03% | 287 |
|
|
2023
Q4 | $146K | Sell |
1,799
-499
| -22% | -$40.5K | 0.02% | 293 |
|
|
2023
Q3 | $164K | Buy |
2,298
+58
| +3% | +$4.14K | 0.02% | 304 |
|
|
2023
Q2 | $169K | Sell |
2,240
-2,106
| -48% | -$159K | 0.03% | 303 |
|
|
2023
Q1 | $313K | Sell |
4,346
-20,931
| -83% | -$1.51M | 0.05% | 248 |
|
|
2022
Q4 | $1.78M | Buy |
25,277
+752
| +3% | +$52.9K | 0.34% | 80 |
|
|
2022
Q3 | $1.64M | Buy |
+24,525
| New | +$1.64M | 0.32% | 84 |
|
|
2021
Q3 | – | Sell |
-68,214
| Closed | -$6.32M | – | 739 |
|
|
2021
Q2 | $6.32M | Buy |
68,214
+2,596
| +4% | +$240K | 0.99% | 30 |
|
|
2021
Q1 | $5.85M | Buy |
65,618
+8,556
| +15% | +$763K | 1.05% | 24 |
|
|
2020
Q4 | $4.52M | Buy |
57,062
+55,264
| +3,074% | +$4.37M | 0.83% | 40 |
|
|
2020
Q3 | $109K | Buy |
1,798
+20
| +1% | +$1.21K | 0.04% | 273 |
|
|
2020
Q2 | $103K | Buy |
1,778
+146
| +9% | +$8.46K | 0.05% | 226 |
|
|
2020
Q1 | $75K | Buy |
1,632
+188
| +13% | +$8.64K | 0.05% | 178 |
|
|
2019
Q4 | $96K | Buy |
1,444
+42
| +3% | +$2.79K | 0.05% | 192 |
|
|
2019
Q3 | $85K | Buy |
1,402
+146
| +12% | +$8.85K | 0.05% | 187 |
|
|
2019
Q2 | $78K | Buy |
1,256
+456
| +57% | +$28.3K | 0.05% | 168 |
|
|
2019
Q1 | $49K | Buy |
800
+434
| +119% | +$26.6K | 0.03% | 194 |
|
|
2018
Q4 | $20K | Hold |
366
| – | – | 0.01% | 190 |
|
|
2018
Q3 | $25K | Hold |
366
| – | – | 0.01% | 185 |
|
|
2018
Q2 | $24K | Hold |
366
| – | – | 0.01% | 178 |
|
|
2018
Q1 | $22K | Hold |
366
| – | – | 0.01% | 178 |
|
|
2017
Q4 | $23K | Buy |
+366
| New | +$23K | 0.01% | 175 |
|