WFA
WestHill Financial Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
57,184
+78
| +0.1% | +$10.8K | 1.69% | 13 |
|
|
2025
Q1 | $7.6M | Buy |
57,106
+1,766
| +3% | +$235K | 1.74% | 12 |
|
|
2024
Q4 | $8M | Buy |
55,340
+1,234
| +2% | +$178K | 1.79% | 13 |
|
|
2024
Q3 | $7.96M | Buy |
54,106
+689
| +1% | +$101K | 1.79% | 13 |
|
|
2024
Q2 | $7.16M | Buy |
53,417
+164
| +0.3% | +$22K | 1.74% | 13 |
|
|
2024
Q1 | $7.45M | Buy |
53,253
+2,166
| +4% | +$303K | 1.83% | 12 |
|
|
2023
Q4 | $6.98M | Buy |
51,087
+709
| +1% | +$96.8K | 1.85% | 12 |
|
|
2023
Q3 | $6.01M | Buy |
50,378
+3,723
| +8% | +$444K | 1.76% | 13 |
|
|
2023
Q2 | $5.77M | Buy |
46,655
+802
| +2% | +$99.2K | 1.63% | 14 |
|
|
2023
Q1 | $5.53M | Sell |
45,853
-150
| -0.3% | -$18.1K | 1.65% | 14 |
|
|
2022
Q4 | $5.6M | Sell |
46,003
-182
| -0.4% | -$22.2K | 1.79% | 13 |
|
|
2022
Q3 | $5.23M | Buy |
46,185
+597
| +1% | +$67.6K | 1.78% | 12 |
|
|
2022
Q2 | $5.43M | Buy |
45,588
+1,084
| +2% | +$129K | 1.79% | 12 |
|
|
2022
Q1 | $6.28M | Buy |
44,504
+3,273
| +8% | +$462K | 1.81% | 12 |
|
|
2021
Q4 | $5.99M | Buy |
41,231
+1,217
| +3% | +$177K | 1.69% | 15 |
|
|
2021
Q3 | $5.62M | Buy |
+40,014
| New | +$5.62M | 1.74% | 14 |
|
|
2021
Q1 | $5.2M | Sell |
37,217
-4,244
| -10% | -$593K | 1.85% | 13 |
|
|
2020
Q4 | $4.79M | Buy |
+41,461
| New | +$4.79M | 1.88% | 12 |
|