9258 Wealth Management, LLC Vanguard Russell 2000 ETF Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 70,727 shares of VTWO stock, worth $7.18 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
70,727
Previous 72,849 2.91%
Holding current value
$7.18 Million
Previous $5.97 Million 5.84%
% of portfolio
0.95%
Previous 0.93%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$81.17 - $90.77 $172,242 - $192,613
-2,122 Reduced 2.91%
70,727 $6.32 Million
Q2 2024

Aug 02, 2024
SELL
$77.95 - $84.63 $362,311 - $393,360
-4,648 Reduced 6.0%
72,849 $5.97 Million
Q1 2024

May 03, 2024
BUY
$76.54 - $85.06 $190,048 - $211,203
2,483 Added 3.31%
77,497 $6.59 Million
Q4 2023

Feb 06, 2024
BUY
$65.62 - $82.7 $214,774 - $270,677
3,273 Added 4.56%
75,014 $6.08 Million
Q3 2023

Nov 08, 2023
SELL
$70.52 - $80.31 $233,562 - $265,986
-3,312 Reduced 4.41%
71,741 $5.13 Million
Q2 2023

Aug 08, 2023
SELL
$68.85 - $76.12 $334,611 - $369,943
-4,860 Reduced 6.08%
75,053 $5.68 Million
Q1 2023

May 03, 2023
BUY
$68.74 - $80.05 $529,504 - $616,625
7,703 Added 10.67%
79,913 $5.76 Million
Q4 2022

Feb 03, 2023
BUY
$67.44 - $75.98 $1.36 Million - $1.53 Million
20,168 Added 38.75%
72,210 $5.08 Million
Q3 2022

Nov 08, 2022
BUY
$66.63 - $81.11 $1.6 Million - $1.94 Million
23,962 Added 85.33%
52,042 $3.47 Million
Q2 2022

Aug 04, 2022
BUY
$66.31 - $83.95 $1.62 Million - $2.05 Million
24,426 Added 668.47%
28,080 $1.92 Million
Q1 2022

May 13, 2022
BUY
$77.21 - $90.84 $282,125 - $331,929
3,654 New
3,654 $303,000

Others Institutions Holding VTWO

# of Institutions
665
Shares Held
98.2M
Call Options Held
350K
Put Options Held
134K
View Full List

About VANGUARD RUSSELL 2000 ETF

VTWO Quotes by TradingView
  • Ticker VTWO
  • Sector ETFs
  • Industry ETFs
More about VTWO
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