Family Wealth Group, LLC Vanguard Russell 2000 ETF Transaction History

Family Wealth Group, LLC

$92.9 Million
Q3 2024

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 5,164 shares of VTWO stock, worth $418,438. This represents 0.5% of its overall portfolio holdings.

Number of Shares

5,164

Previous 5,408 4.51%

Holding current value

$418,438

Previous $443,000 4.06%

% of portfolio

0.5%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Apr 01, 2025	SELL	$81.17 - $90.77 $15,584 - $17,427	-192 Reduced 3.61%	5,132 $458,000
Q3 2024 Nov 14, 2024	SELL	$81.17 - $90.77 $19,805 - $22,147	-244 Reduced 4.51%	5,164 $461,000
Q2 2024 Apr 01, 2025	SELL	$77.95 - $84.63 $173,906 - $188,809	-2,231 Reduced 29.53%	5,324 $436,000
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 Apr 01, 2025	SELL	$76.54 - $85.06 $33,065 - $36,745	-432 Reduced 5.41%	7,555 $643 Million
Q1 2024 Aug 14, 2024	SELL	$76.54 - $85.06 $61,385 - $68,218	-802 Reduced 9.85%	7,344 $624,000
Q4 2023 Apr 01, 2025	BUY	$65.62 - $82.7 $185,245 - $233,462	2,823 Added 54.67%	7,987 $648 Million
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

# of Institutions

648

Shares Held

76.7M

Call Options Held

83.7K

Put Options Held

67K

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About VANGUARD RUSSELL 2000 ETF

Ticker VTWO
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Family Wealth Group, LLC Vanguard Russell 2000 ETF Transaction History