Choate Investment Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Choate Investment Advisors’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
2023 Q2	–	Sell	-695	Closed	-$83.7K	–	359
2023 Q1	$83.7K	Hold	695	–	–	﹤0.01%	280
2022 Q4	$84.6K	Buy	+695	New	+$86.2K	0.01%	289

Other funds holding VTWV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

BFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Choate Investment Advisors's VTWV Position: Q2 2023 in Review

Choate Investment Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2023, closing a stake of 695 shares — an estimated $83.7K sold.

Choate Investment Advisors first reported a position in VTWV in Q4 2022 and held it in 2 quarters. The position peaked at $84.6K in Q4 2022. 135 funds tracked by Wall St. Rank hold VTWV as of Q2 2023.

Choate Investment Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
Choate Investment Advisors sold 695 Vanguard Russell 2000 Value ETF shares in Q2 2023, an estimated $83.7K.
Choate Investment Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q4 2022 and held it in 2 quarters.
Choate Investment Advisors's Vanguard Russell 2000 Value ETF position peaked at $84.6K in Q4 2022.
135 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2023.

Based on Choate Investment Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.