Aveo Capital Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Aveo Capital Partners’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
2023 Q2	–	Sell	-46,998	Closed	-$3.39M	–	364
2023 Q1	$3.39M	Buy	46,998 +2,379	+5%	+$177K	0.45%	68
2022 Q4	$3.14M	Buy	44,619 +5,231	+13%	+$376K	0.47%	51
2022 Q3	$2.62M	Buy	39,388 +4,937	+14%	+$363K	0.45%	56
2022 Q2	$2.35M	Buy	34,451 +9,515	+38%	+$708K	0.39%	68
2022 Q1	$2.07M	Buy	24,936 +3,038	+14%	+$250K	0.36%	72
2021 Q4	$1.97M	Buy	21,898 +4,075	+23%	+$372K	0.35%	74
2021 Q3	$1.58M	Buy	17,823 +7,883	+79%	+$706K	0.33%	71
2021 Q2	$920K	Buy	+9,940	New	+$903K	0.2%	107

Other funds holding VTWO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return