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Amplius Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Amplius Wealth Advisors’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,725
Closed -$450K – 180
2023
Q1 		$450K Buy
2,725
+73
+3% +$12.1K 0.06% 104
2022
Q4 		$413K Buy
+2,652
New +$423K 0.07% 101

Other funds holding VTWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Amplius Wealth Advisors's VTWG Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2023, closing a stake of 2,725 shares — an estimated $450K sold.

Amplius Wealth Advisors first reported a position in VTWG in Q4 2022 and held it in 2 quarters. The position peaked at $450K in Q1 2023. 120 funds tracked by Wall St. Rank hold VTWG as of Q2 2023.

  • Amplius Wealth Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,725 Vanguard Russell 2000 Growth ETF shares in Q2 2023, an estimated $450K.
  • Amplius Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and held it in 2 quarters.
  • Amplius Wealth Advisors's Vanguard Russell 2000 Growth ETF position peaked at $450K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.