Claro Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Claro Advisors’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
2022 Q2	–	Sell	-2,325	Closed	-$209K	–	327
2022 Q1	$209K	Hold	2,325	–	–	0.08%	258
2021 Q4	$209K	Sell	2,325 -144	-6%	-$13.1K	0.08%	258
2021 Q3	$218K	Buy	+2,469	New	+$221K	0.09%	226
2019 Q1	–	Sell	-200	Closed	-$14K	–	924
2018 Q4	$14K	Buy	+200	New	+$12K	0.01%	622

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

FCBT

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

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

Claro Advisors's VTWO Position: Q2 2022 in Review

Claro Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2022, closing a stake of 2,325 shares — an estimated $209K sold.

Claro Advisors first reported a position in VTWO in Q4 2018 and held it in 4 quarters. The position peaked at $218K in Q3 2021. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

Claro Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
Claro Advisors sold 2,325 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $209K.
Claro Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and held it in 4 quarters.
Claro Advisors's Vanguard Russell 2000 ETF position peaked at $218K in Q3 2021.
380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.