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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Aveo Capital Partners's VTWO Position: Q2 2023 in Review

Aveo Capital Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2023, closing a stake of 46,998 shares — an estimated $3.39M sold.

Aveo Capital Partners first reported a position in VTWO in Q2 2021 and held it in 8 quarters. The position peaked at $3.39M in Q1 2023. 412 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

Aveo Capital Partners reported no remaining Vanguard Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Aveo Capital Partners sold 46,998 Vanguard Russell 2000 ETF shares in Q2 2023, an estimated $3.39M.
Aveo Capital Partners first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and held it in 8 quarters.
Aveo Capital Partners's Vanguard Russell 2000 ETF position peaked at $3.39M in Q1 2023.
412 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on Aveo Capital Partners's 13F filing for Q2 2023, filed 8 Aug 2023.