WFA
WestHill Financial Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31M | Buy |
39,883
+84
| +0.2% | +$17.5K | 1.76% | 12 |
|
|
2025
Q1 | $7.42M | Sell |
39,799
-332
| -0.8% | -$61.9K | 1.7% | 13 |
|
|
2024
Q4 | $8.43M | Buy |
40,131
+649
| +2% | +$136K | 1.89% | 12 |
|
|
2024
Q3 | $8.18M | Buy |
39,482
+757
| +2% | +$157K | 1.84% | 12 |
|
|
2024
Q2 | $7.4M | Buy |
38,725
+27
| +0.1% | +$5.16K | 1.8% | 12 |
|
|
2024
Q1 | $7.63M | Buy |
38,698
+1,117
| +3% | +$220K | 1.88% | 11 |
|
|
2023
Q4 | $6.9M | Buy |
37,581
+708
| +2% | +$130K | 1.83% | 13 |
|
|
2023
Q3 | $6.01M | Buy |
36,873
+1,370
| +4% | +$223K | 1.75% | 14 |
|
|
2023
Q2 | $6.26M | Buy |
35,503
+358
| +1% | +$63.2K | 1.77% | 12 |
|
|
2023
Q1 | $5.8M | Buy |
35,145
+489
| +1% | +$80.7K | 1.74% | 13 |
|
|
2022
Q4 | $5.4M | Sell |
34,656
-32
| -0.1% | -$4.98K | 1.72% | 14 |
|
|
2022
Q3 | $5.22M | Buy |
34,688
+969
| +3% | +$146K | 1.78% | 13 |
|
|
2022
Q2 | $5.06M | Buy |
33,719
+1,316
| +4% | +$197K | 1.67% | 13 |
|
|
2022
Q1 | $6.03M | Buy |
32,403
+5,543
| +21% | +$1.03M | 1.74% | 14 |
|
|
2021
Q4 | $5.73M | Buy |
26,860
+962
| +4% | +$205K | 1.62% | 16 |
|
|
2021
Q3 | $5.54M | Buy |
+25,898
| New | +$5.54M | 1.71% | 15 |
|
|
2021
Q1 | $4.85M | Sell |
22,169
-2,825
| -11% | -$618K | 1.72% | 14 |
|
|
2020
Q4 | $5.21M | Buy |
+24,994
| New | +$5.21M | 2.05% | 10 |
|