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

Concert 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
2016
Q4 		– Sell
-480
Closed -$23K – 924
2016
Q3 		$23K Buy
+480
New +$23.4K ﹤0.01% 894

Other funds holding VTWO

UBS Group
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concert Wealth Management's VTWO Position: Q4 2016 in Review

Concert Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2016, closing a stake of 480 shares — an estimated $23K sold.

Concert Wealth Management first reported a position in VTWO in Q3 2016 and held it in 1 quarter. The position peaked at $23K in Q3 2016. 89 funds tracked by Wall St. Rank hold VTWO as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 480 Vanguard Russell 2000 ETF shares in Q4 2016, an estimated $23K.
  • Concert Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Vanguard Russell 2000 ETF position peaked at $23K in Q3 2016.
  • 89 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.