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Berkeley Capital Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Berkeley 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
2021
Q4 		– Sell
-3,451
Closed -$305K – 147
2021
Q3 		$305K Buy
+3,451
New +$309K 0.14% 100

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MIFH
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Goldman Sachs
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
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Berkeley Capital Partners's VTWO Position: Q4 2021 in Review

Berkeley Capital Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2021, closing a stake of 3,451 shares — an estimated $305K sold.

Berkeley Capital Partners first reported a position in VTWO in Q3 2021 and held it in 1 quarter. The position peaked at $305K in Q3 2021. 382 funds tracked by Wall St. Rank hold VTWO as of Q4 2021.

  • Berkeley Capital Partners reported no remaining Vanguard Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • Berkeley Capital Partners sold 3,451 Vanguard Russell 2000 ETF shares in Q4 2021, an estimated $305K.
  • Berkeley Capital Partners first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and held it in 1 quarter.
  • Berkeley Capital Partners's Vanguard Russell 2000 ETF position peaked at $305K in Q3 2021.
  • 382 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2021.

Based on Berkeley Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.