CWM
VTWG icon

Concert Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Concert Wealth Management’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-308
Closed – – 923
2016
Q3 		$0 Buy
+308
New +$32.6K ﹤0.01% 1043
2015
Q4 		– Sell
-2,882
Closed -$280K – 747
2015
Q3 		$280K Buy
2,882
+963
+50% +$104K 0.04% 508
2015
Q2 		$215K Buy
+1,919
New +$214K 0.03% 618
2014
Q2 		– Sell
-3,276
Closed -$317K – 588
2014
Q1 		$317K Sell
3,276
-1,107
-25% -$110K 0.04% 392
2013
Q4 		$432K Buy
4,383
+1,338
+44% +$126K 0.06% 298
2013
Q3 		$278K Buy
3,045
+594
+24% +$52.1K 0.04% 383
2013
Q2 		$200K Buy
+2,451
New +$194K 0.03% 458

Other funds holding VTWG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return