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BWM
Benchmark Wealth Management’s
Vanguard Russell 2000 ETF
VTWO
Stock Holding History
Benchmark Wealth Management’s Portfolio
VTWO Stock Details
VTWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-3,515
Closed
-$247K
–
54
2022
Q4
$247K
Buy
3,515
+12
+0.3%
+$862
0.18%
47
2022
Q3
$233K
Buy
+3,503
New
+$258K
0.18%
44
2022
Q1
–
Sell
-3,804
Closed
-$342K
–
49
2021
Q4
$342K
Sell
3,804
-24
-0.6%
-$2.19K
0.22%
31
2021
Q3
$338K
Buy
3,828
+379
+11%
+$33.9K
0.24%
31
2021
Q2
$319K
Buy
3,449
+355
+11%
+$32.2K
0.22%
33
2021
Q1
$276K
Sell
3,094
-882
-22%
-$77.7K
0.2%
33
2020
Q4
$315K
Sell
3,976
-78
-2%
-$5.51K
0.24%
30
2020
Q3
$245K
Sell
4,054
-292
-7%
-$17.7K
0.19%
36
2020
Q2
$251K
Hold
4,346
–
–
0.21%
30
2020
Q1
$200K
Hold
4,346
–
–
0.2%
42
2019
Q4
$289K
Buy
+4,346
New
+$276K
0.25%
38
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1-Year Est. Return
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1-Year Est. Return
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$299B AUM
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1-Year Est. Return
Goldman Sachs
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$871B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
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1-Year Est. Return
FCBT
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$6.69B AUM
24.48%
1-Year Est. Return
Natixis Advisors
Boston, Massachusetts
$71.9B AUM
28.03%
1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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