Marcum Wealth, LLC Vanguard Russell 2000 ETF Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,967 shares of VTWO stock, worth $240,416. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,967
Previous 2,964 0.1%
Holding current value
$240,416
Previous $264,000 9.09%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$80.08 - $92.93 $240 - $278
3 Added 0.1%
2,967 $240,000
Q4 2024

Jan 13, 2025
BUY
$87.42 - $98.06 $262 - $294
3 Added 0.1%
2,964 $264,000
Q3 2024

Oct 08, 2024
SELL
$81.17 - $90.77 $2,678 - $2,995
-33 Reduced 1.1%
2,961 $264,000
Q1 2024

Apr 10, 2024
BUY
$76.54 - $85.06 $153 - $170
2 Added 0.07%
2,994 $254,000
Q4 2023

Jan 10, 2024
SELL
$65.62 - $82.7 $71,460 - $90,060
-1,089 Reduced 26.68%
2,992 $242,000
Q3 2023

Oct 10, 2023
SELL
$70.52 - $80.31 $282 - $321
-4 Reduced 0.1%
4,081 $291,000
Q2 2023

Jul 13, 2023
SELL
$68.85 - $76.12 $5,094 - $5,632
-74 Reduced 1.78%
4,085 $308,000
Q1 2023

Apr 19, 2023
SELL
$68.74 - $80.05 $61,797 - $71,964
-899 Reduced 17.77%
4,159 $299,000
Q4 2022

Jan 12, 2023
SELL
$67.44 - $75.98 $3,709 - $4,178
-55 Reduced 1.08%
5,058 $0
Q3 2022

Oct 11, 2022
BUY
$66.63 - $81.11 $199 - $243
3 Added 0.06%
5,113 $341,000
Q2 2022

Jul 14, 2022
SELL
$66.31 - $83.95 $1,060 - $1,343
-16 Reduced 0.31%
5,110 $349,000
Q1 2022

Apr 20, 2022
SELL
$77.21 - $90.84 $237,575 - $279,514
-3,077 Reduced 37.51%
5,126 $425,000
Q4 2021

Feb 01, 2022
BUY
$85.49 - $98.01 $6,924 - $7,938
81 Added 1.0%
8,203 $737,000
Q3 2021

Nov 08, 2021
BUY
$85.46 - $93.4 $694,106 - $758,594
8,122 New
8,122 $718,000

Others Institutions Holding VTWO

# of Institutions
648
Shares Held
76.7M
Call Options Held
83.7K
Put Options Held
67K
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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