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Atlantic Edge Private Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Atlantic Edge Private 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
2024
Q4 		– Sell
-100
Closed -$8.94K – 515
2024
Q3 		$8.94K Hold
100
– – ﹤0.01% 348
2024
Q2 		$8.2K Hold
100
– – ﹤0.01% 335
2024
Q1 		$8.51K Hold
100
– – ﹤0.01% 335
2023
Q4 		$8.11K Buy
+100
New +$7.24K ﹤0.01% 312

Other funds holding VTWO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

Atlantic Edge Private Wealth Management's VTWO Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 100 shares — an estimated $8.94K sold.

Atlantic Edge Private Wealth Management first reported a position in VTWO in Q4 2023 and held it in 4 quarters. The position peaked at $8.94K in Q3 2024. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 100 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $8.94K.
  • Atlantic Edge Private Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's Vanguard Russell 2000 ETF position peaked at $8.94K in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.