Zuckerman Investment Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4M	Buy	104,059 +727	+0.7%	+$75.8K	0.98%	38
2025 Q4	$10.3M	Buy	103,332 +2,997	+3%	+$298K	0.92%	39
2025 Q3	$9.81M	Buy	100,335 +3,691	+4%	+$343K	0.91%	38
2025 Q2	$8.43M	Buy	96,644 +16,117	+20%	+$1.31M	0.82%	40
2025 Q1	$6.49M	Buy	80,527 +2,709	+3%	+$238K	0.7%	46
2024 Q4	$7.04M	Buy	77,818 +5,406	+7%	+$499K	0.68%	45
2024 Q3	$6.47M	Buy	72,412 +19	+0%	+$1.64K	0.67%	44
2024 Q2	$5.93M	Buy	72,393 +10,639	+17%	+$870K	0.69%	42
2024 Q1	$5.25M	Buy	61,754 +6,754	+12%	+$544K	0.6%	41
2023 Q4	$4.46M	Buy	55,000 +14,503	+36%	+$1.05M	0.58%	45
2023 Q3	$2.89M	Buy	40,497 +6,260	+18%	+$475K	0.41%	48
2023 Q2	$2.59M	Buy	34,237 +2,129	+7%	+$153K	0.37%	47
2023 Q1	$2.31M	Buy	32,108 +148	+0.5%	+$11K	0.35%	48
2022 Q4	$2.25M	Buy	31,960 +433	+1%	+$31.1K	0.36%	50
2022 Q3	$2.1M	Buy	31,527 +2,430	+8%	+$179K	0.39%	47
2022 Q2	$1.99M	Buy	29,097 +889	+3%	+$66.2K	0.36%	50
2022 Q1	$2.34M	Buy	28,208 +4,083	+17%	+$336K	0.38%	50
2021 Q4	$2.17M	Buy	24,125 +1,051	+5%	+$96K	0.34%	52
2021 Q3	$2.04M	Buy	23,074 +191	+0.8%	+$17.1K	0.34%	55
2021 Q2	$2.12M	Buy	22,883 +6,007	+36%	+$545K	0.33%	51
2021 Q1	$1.5M	Buy	16,876 +7,866	+87%	+$693K	0.25%	53
2020 Q4	$713K	Buy	9,010 +3,058	+51%	+$216K	0.13%	57
2020 Q3	$360K	Buy	5,952 +584	+11%	+$35.4K	0.08%	60
2020 Q2	$310K	Buy	+5,368	New	+$284K	0.07%	60