A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,583 shares of VTWO stock, worth $608,598. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,583
Holding current value
$608,598
% of portfolio
0.02%

Shares

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

Oct 16, 2024

BUY
$81.17 - $90.77 $534,342 - $597,538
6,583 New
6,583 $588,000
Q1 2024

Apr 29, 2024

SELL
$76.54 - $85.06 $205,892 - $228,811
-2,690 Reduced 35.4%
4,909 $417,000
Q4 2023

Jan 29, 2024

BUY
$65.62 - $82.7 $263,333 - $331,875
4,013 Added 111.91%
7,599 $616,000
Q3 2023

Oct 30, 2023

BUY
$70.52 - $80.31 $282 - $321
4 Added 0.11%
3,586 $256,000
Q2 2023

Aug 02, 2023

BUY
$68.85 - $76.12 $11,773 - $13,016
171 Added 5.01%
3,582 $270,000
Q1 2023

May 03, 2023

SELL
$68.74 - $80.05 $13,954 - $16,250
-203 Reduced 5.62%
3,411 $245,000
Q4 2022

May 01, 2023

BUY
$67.44 - $75.98 $243,728 - $274,591
3,614 New
3,614 $254,000
Q1 2021

May 17, 2021

SELL
$77.99 - $94.68 $22,617 - $27,457
-290 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$61.45 - $80.38 $17,820 - $23,310
290 New
290 $46,000
Q1 2020

Apr 17, 2020

SELL
$40.03 - $68.06 $169,326 - $287,893
-4,230 Closed
0 $0
Q4 2019

Jan 13, 2020

BUY
$58.9 - $66.91 $7,657 - $8,698
130 Added 3.17%
4,230 $562,000
Q4 2018

Feb 11, 2019

BUY
N/A
4,100 New
4,100 $485,000

Others Institutions Holding VTWO

About VANGUARD RUSSELL 2000 ETF


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

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.