Buckingham Strategic Wealth’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Buckingham Strategic Wealth’s Portfolio VTWV Stock Details VTWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,000	Closed	-$224K	–	519
2019 Q4	$224K	Sell	2,000 -2,100	-51%	-$226K	0.02%	418
2019 Q3	$429K	Hold	4,100	–	–	0.05%	261
2019 Q2	$432K	Hold	4,100	–	–	0.05%	266
2019 Q1	$428K	Buy	+4,100	New	+$425K	0.05%	253
2015 Q2	–	Sell	-2,630	Closed	-$236K	–	240
2015 Q1	$236K	Buy	+2,630	New	+$230K	0.09%	181

Other funds holding VTWV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Buckingham Strategic Wealth's VTWV Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q1 2020, closing a stake of 2,000 shares — an estimated $224K sold.

Buckingham Strategic Wealth first reported a position in VTWV in Q1 2015 and held it in 5 quarters. The position peaked at $432K in Q2 2019. 58 funds tracked by Wall St. Rank hold VTWV as of Q1 2020.

Buckingham Strategic Wealth reported no remaining Vanguard Russell 2000 Value ETF position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 2,000 Vanguard Russell 2000 Value ETF shares in Q1 2020, an estimated $224K.
Buckingham Strategic Wealth first reported a position in Vanguard Russell 2000 Value ETF in Q1 2015 and held it in 5 quarters.
Buckingham Strategic Wealth's Vanguard Russell 2000 Value ETF position peaked at $432K in Q2 2019.
58 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.