AWM
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Apollon Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Apollon Wealth 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
2026
Q1 		$250K Buy
+2,498
New +$260K ﹤0.01% 1204
2024
Q1 		– Sell
-3,948
Closed -$320K – 1167
2023
Q4 		$320K Buy
3,948
+200
+5% +$14.5K 0.01% 818
2023
Q3 		$268K Buy
3,748
+30
+0.8% +$2.28K 0.01% 740
2023
Q2 		$281K Sell
3,718
-204
-5% -$14.7K 0.01% 761
2023
Q1 		$283K Sell
3,922
-9,329
-70% -$693K 0.02% 693
2022
Q4 		$932K Sell
13,251
-1,982
-13% -$142K 0.07% 324
2022
Q3 		$1.01M Buy
15,233
+5,247
+53% +$386K 0.08% 246
2022
Q2 		$683K Buy
+9,986
New +$743K 0.06% 359

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return