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

BDO Wealth Advisors’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	$7.56K	Hold	100	–	–	﹤0.01%	735
2023 Q1	$7.21K	Hold	100	–	–	﹤0.01%	760
2022 Q4	$7.04K	Hold	100	–	–	﹤0.01%	734
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	784
2022 Q2	$7K	Sell	100 -76	-43%	-$5.66K	﹤0.01%	752
2022 Q1	$15K	Hold	176	–	–	﹤0.01%	656
2021 Q4	$16K	Buy	176 +6	+4%	+$548	﹤0.01%	662
2021 Q3	$15K	Hold	170	–	–	﹤0.01%	670
2021 Q2	$16K	Buy	170 +30	+21%	+$2.72K	﹤0.01%	679
2021 Q1	$12K	Buy	140 +70	+100%	+$6.17K	﹤0.01%	712
2020 Q4	$6K	Buy	+70	New	+$4.95K	﹤0.01%	623
2020 Q1	–	Sell	-480	Closed	-$32K	–	833
2019 Q4	$32K	Buy	+480	New	+$30.5K	0.01%	347

Other funds holding VTWO

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

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

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

BDO Wealth Advisors's VTWO Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2023 at 100 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

BDO Wealth Advisors first reported a position in VTWO in Q4 2019 and has held it in 12 quarters since. The position peaked at $32K in Q4 2019. 411 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

BDO Wealth Advisors held 100 shares of Vanguard Russell 2000 ETF worth $7.56K as of Q2 2023.
BDO Wealth Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q2 2023.
Vanguard Russell 2000 ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #735 holding.
BDO Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and has held it in 12 quarters since.
BDO Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $32K in Q4 2019.
411 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.