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

Concord 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
2024 Q1	–	Sell	-750	Closed	-$60.8K	–	911
2023 Q4	$60.8K	Hold	750	–	–	0.01%	332
2023 Q3	$53.6K	Hold	750	–	–	0.01%	369
2023 Q2	$56.7K	Hold	750	–	–	0.01%	348
2023 Q1	$54.1K	Hold	750	–	–	0.02%	336
2022 Q4	$52.8K	Buy	+750	New	+$53.9K	0.02%	367

Other funds holding VTWO

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Concord Wealth Partners's VTWO Position: Q1 2024 in Review

Concord Wealth Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2024, closing a stake of 750 shares — an estimated $60.8K sold.

Concord Wealth Partners first reported a position in VTWO in Q4 2022 and held it in 5 quarters. The position peaked at $60.8K in Q4 2023. 477 funds tracked by Wall St. Rank hold VTWO as of Q1 2024.

Concord Wealth Partners reported no remaining Vanguard Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 750 Vanguard Russell 2000 ETF shares in Q1 2024, an estimated $60.8K.
Concord Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 5 quarters.
Concord Wealth Partners's Vanguard Russell 2000 ETF position peaked at $60.8K in Q4 2023.
477 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.