A detailed history of Family Wealth Group, LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,408 shares of VTWO stock, worth $454,650. This represents 0.48% of its overall portfolio holdings.

Number of Shares
5,408
Previous 7,344 26.36%
Holding current value
$454,650
Previous $624,000 29.01%
% of portfolio
0.48%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$77.95 - $84.63 $150,911 - $163,843
-1,936 Reduced 26.36%
5,408 $443,000
Q1 2024

Aug 14, 2024

SELL
$76.54 - $85.06 $61,385 - $68,218
-802 Reduced 9.85%
7,344 $624,000
Q4 2023

Feb 14, 2024

BUY
$65.62 - $82.7 $534,540 - $673,674
8,146 New
8,146 $660,000

Others Institutions Holding VTWO

About VANGUARD RUSSELL 2000 ETF


  • Ticker VTWO
  • Sector ETFs
  • Industry ETFs
More about VTWO
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.