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BDO Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

BDO Wealth Advisors’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-35
Closed -$7K – 1148
2021
Q4 		$7K Hold
35
– – ﹤0.01% 786
2021
Q3 		$7K Hold
35
– – ﹤0.01% 790
2021
Q2 		$8K Hold
35
– – ﹤0.01% 802
2021
Q1 		$8K Buy
35
+25
+250% +$5.65K ﹤0.01% 784
2020
Q4 		$2K Buy
+10
New +$1.86K ﹤0.01% 800

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BDO Wealth Advisors's VTWG Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2022, closing a stake of 35 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in VTWG in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q2 2021. 113 funds tracked by Wall St. Rank hold VTWG as of Q1 2022.

  • BDO Wealth Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 35 Vanguard Russell 2000 Growth ETF shares in Q1 2022, an estimated $7K.
  • BDO Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2020 and held it in 5 quarters.
  • BDO Wealth Advisors's Vanguard Russell 2000 Growth ETF position peaked at $8K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.