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

Aveo Capital Partners’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,203
Closed -$2.06M – 348
2022
Q3 		$2.06M Sell
18,203
-20
-0.1% -$2.54K 0.36% 68
2022
Q2 		$2.17M Buy
+18,223
New +$2.38M 0.36% 72

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BFA
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
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LPL Financial
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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Aveo Capital Partners's VTWV Position: Q4 2022 in Review

Aveo Capital Partners sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2022, closing a stake of 18,203 shares — an estimated $2.06M sold.

Aveo Capital Partners first reported a position in VTWV in Q2 2022 and held it in 2 quarters. The position peaked at $2.17M in Q2 2022. 144 funds tracked by Wall St. Rank hold VTWV as of Q4 2022.

  • Aveo Capital Partners reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Aveo Capital Partners sold 18,203 Vanguard Russell 2000 Value ETF shares in Q4 2022, an estimated $2.06M.
  • Aveo Capital Partners first reported a position in Vanguard Russell 2000 Value ETF in Q2 2022 and held it in 2 quarters.
  • Aveo Capital Partners's Vanguard Russell 2000 Value ETF position peaked at $2.17M in Q2 2022.
  • 144 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2022.

Based on Aveo Capital Partners's 13F filing for Q4 2022, filed 3 Feb 2023.