WFA
WestHill Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
14,529
+556
| +4% | +$48.5K | 0.27% | 27 |
|
|
2025
Q1 | $1.13M | Buy |
13,973
+69
| +0.5% | +$5.57K | 0.26% | 26 |
|
|
2024
Q4 | $1.24M | Sell |
13,904
-27
| -0.2% | -$2.41K | 0.28% | 27 |
|
|
2024
Q3 | $1.24M | Buy |
13,931
+176
| +1% | +$15.7K | 0.28% | 27 |
|
|
2024
Q2 | $1.13M | Sell |
13,755
-150
| -1% | -$12.3K | 0.27% | 27 |
|
|
2024
Q1 | $1.18M | Buy |
13,905
+470
| +3% | +$40K | 0.29% | 25 |
|
|
2023
Q4 | $1.09M | Buy |
13,435
+90
| +0.7% | +$7.3K | 0.29% | 26 |
|
|
2023
Q3 | $953K | Buy |
13,345
+777
| +6% | +$55.5K | 0.28% | 26 |
|
|
2023
Q2 | $950K | Buy |
12,568
+102
| +0.8% | +$7.71K | 0.27% | 26 |
|
|
2023
Q1 | $899K | Sell |
12,466
-370
| -3% | -$26.7K | 0.27% | 26 |
|
|
2022
Q4 | $903K | Sell |
12,836
-143
| -1% | -$10.1K | 0.29% | 24 |
|
|
2022
Q3 | $865K | Sell |
12,979
-126
| -1% | -$8.4K | 0.3% | 26 |
|
|
2022
Q2 | $896K | Buy |
13,105
+105
| +0.8% | +$7.18K | 0.3% | 26 |
|
|
2022
Q1 | $1.08M | Buy |
13,000
+1,274
| +11% | +$106K | 0.31% | 26 |
|
|
2021
Q4 | $1.05M | Buy |
11,726
+519
| +5% | +$46.6K | 0.3% | 26 |
|
|
2021
Q3 | $991K | Buy |
+11,207
| New | +$991K | 0.31% | 25 |
|
|
2021
Q1 | $1.02M | Sell |
5,701
-722
| -11% | -$129K | 0.36% | 22 |
|
|
2020
Q4 | $1.02M | Buy |
+6,423
| New | +$1.02M | 0.4% | 19 |
|