Wealthspire Advisors (Maryland)’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-850
| Closed | -$52K | – | 2052 |
|
2019
Q1 | $52K | Sell |
850
-1,584
| -65% | -$96.9K | ﹤0.01% | 884 |
|
2018
Q4 | $131K | Hold |
2,434
| – | – | 0.01% | 521 |
|
2018
Q3 | $165K | Hold |
2,434
| – | – | 0.01% | 507 |
|
2018
Q2 | $160K | Buy |
2,434
+198
| +9% | +$13K | 0.01% | 526 |
|
2018
Q1 | $136K | Hold |
2,236
| – | – | 0.01% | 590 |
|
2017
Q4 | $137K | Hold |
2,236
| – | – | 0.01% | 603 |
|
2017
Q3 | $133K | Buy |
2,236
+1,496
| +202% | +$89K | 0.01% | 606 |
|
2017
Q2 | $42K | Buy |
740
+64
| +9% | +$3.63K | 0.01% | 1012 |
|
2017
Q1 | $37K | Buy |
+676
| New | +$37K | 0.01% | 891 |
|