CFM Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

CFM Wealth 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
2023 Q3	–	Sell	-3,200	Closed	-$242K	–	162
2023 Q2	$242K	Sell	3,200 -620	-16%	-$44.7K	0.06%	153
2023 Q1	$275K	Hold	3,820	–	–	0.07%	136
2022 Q4	$269K	Hold	3,820	–	–	0.08%	138
2022 Q3	$255K	Hold	3,820	–	–	0.08%	134
2022 Q2	$261K	Hold	3,820	–	–	0.08%	140
2022 Q1	$316K	Hold	3,820	–	–	0.08%	147
2021 Q4	$347K	Hold	3,820	–	–	0.08%	134
2021 Q3	$337K	Hold	3,820	–	–	0.08%	135
2021 Q2	$354K	Hold	3,820	–	–	0.09%	121
2021 Q1	$340K	Hold	3,820	–	–	0.1%	117
2020 Q4	$302K	Hold	3,820	–	–	0.1%	115
2020 Q3	$230K	Hold	3,820	–	–	0.08%	134
2020 Q2	$220K	Hold	3,820	–	–	0.08%	137
2020 Q1	$176K	Hold	3,820	–	–	0.08%	141
2019 Q4	$260K	Buy	+3,820	New	+$243K	0.1%	130

Other funds holding VTWO

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

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

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

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

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

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

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

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

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CFM Wealth Partners's VTWO Position: Q3 2023 in Review

CFM Wealth Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2023, closing a stake of 3,200 shares — an estimated $242K sold.

CFM Wealth Partners first reported a position in VTWO in Q4 2019 and held it in 15 quarters. The position peaked at $354K in Q2 2021. 408 funds tracked by Wall St. Rank hold VTWO as of Q3 2023.

CFM Wealth Partners reported no remaining Vanguard Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
CFM Wealth Partners sold 3,200 Vanguard Russell 2000 ETF shares in Q3 2023, an estimated $242K.
CFM Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and held it in 15 quarters.
CFM Wealth Partners's Vanguard Russell 2000 ETF position peaked at $354K in Q2 2021.
408 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2023.

Based on CFM Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.