Bulltick Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bulltick Wealth Management’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 Q4	–	Sell	-3,498	Closed	-$250K	–	126
2023 Q3	$250K	Sell	3,498 -6,670	-66%	-$506K	0.06%	105
2023 Q2	$769K	Buy	10,168 +1,043	+11%	+$75.2K	0.17%	77
2023 Q1	$658K	Buy	9,125 +5,840	+178%	+$434K	0.17%	72
2022 Q4	$231K	Buy	+3,285	New	+$236K	0.07%	120

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bulltick Wealth Management's VTWO Position: Q4 2023 in Review

Bulltick Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2023, closing a stake of 3,498 shares — an estimated $250K sold.

Bulltick Wealth Management first reported a position in VTWO in Q4 2022 and held it in 4 quarters. The position peaked at $769K in Q2 2023. 465 funds tracked by Wall St. Rank hold VTWO as of Q4 2023.

Bulltick Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Bulltick Wealth Management sold 3,498 Vanguard Russell 2000 ETF shares in Q4 2023, an estimated $250K.
Bulltick Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 4 quarters.
Bulltick Wealth Management's Vanguard Russell 2000 ETF position peaked at $769K in Q2 2023.
465 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2023.

Based on Bulltick Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.