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Berman Capital Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Berman Capital 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
2020
Q1 		– Sell
-90
Closed -$14K – 1689
2019
Q4 		$14K Buy
+90
New +$13.3K ﹤0.01% 639

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FAAS
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Berman Capital Advisors's VTWG Position: Q1 2020 in Review

Berman Capital Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2020, closing a stake of 90 shares — an estimated $14K sold.

Berman Capital Advisors first reported a position in VTWG in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 55 funds tracked by Wall St. Rank hold VTWG as of Q1 2020.

  • Berman Capital Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 90 Vanguard Russell 2000 Growth ETF shares in Q1 2020, an estimated $14K.
  • Berman Capital Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Berman Capital Advisors's Vanguard Russell 2000 Growth ETF position peaked at $14K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.