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20/20 Capital Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

20/20 Capital Management’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,400
Closed -$295K – 155
2019
Q4 		$295K Buy
+4,400
New +$280K 0.12% 119

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

20/20 Capital Management's VTWO Position: Q1 2020 in Review

20/20 Capital Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2020, closing a stake of 4,400 shares — an estimated $295K sold.

20/20 Capital Management first reported a position in VTWO in Q4 2019 and held it in 1 quarter. The position peaked at $295K in Q4 2019. 174 funds tracked by Wall St. Rank hold VTWO as of Q1 2020.

  • 20/20 Capital Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • 20/20 Capital Management sold 4,400 Vanguard Russell 2000 ETF shares in Q1 2020, an estimated $295K.
  • 20/20 Capital Management first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and held it in 1 quarter.
  • 20/20 Capital Management's Vanguard Russell 2000 ETF position peaked at $295K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2020.

Based on 20/20 Capital Management's 13F filing for Q1 2020, filed 8 May 2020.