WFA
Websterrogers Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,608
| Closed | -$452K | – | 60 |
|
|
2022
Q2 | $452K | Hold |
6,608
| – | – | 0.22% | 44 |
|
|
2022
Q1 | $553K | Sell |
6,608
-110,184
| -94% | -$9.22M | 0.28% | 45 |
|
|
2021
Q4 | $10.5M | Sell |
116,792
-5,508
| -5% | -$495K | 2.37% | 9 |
|
|
2021
Q3 | $10.8M | Hold |
122,300
| – | – | 2.51% | 9 |
|
|
2021
Q2 | $10.5M | Buy |
122,300
+61,150
| +100% | +$5.23M | 2.5% | 9 |
|
|
2021
Q1 | $10.9M | Buy |
61,150
+550
| +0.9% | +$98K | 2.95% | 9 |
|
|
2020
Q4 | $10.4M | Buy |
+60,600
| New | +$10.4M | 3.04% | 7 |
|