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Consilio Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Consilio Wealth Advisors’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
2022
Q1 		– Sell
-1,472
Closed -$343K – 47
2021
Q4 		$343K Buy
+1,472
New +$323K 0.27% 37

Other funds holding VTWG

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Consilio Wealth Advisors's VTWG Position: Q1 2022 in Review

Consilio Wealth Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2022, closing a stake of 1,472 shares — an estimated $343K sold.

Consilio Wealth Advisors first reported a position in VTWG in Q4 2021 and held it in 1 quarter. The position peaked at $343K in Q4 2021. 113 funds tracked by Wall St. Rank hold VTWG as of Q1 2022.

  • Consilio Wealth Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Consilio Wealth Advisors sold 1,472 Vanguard Russell 2000 Growth ETF shares in Q1 2022, an estimated $343K.
  • Consilio Wealth Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Consilio Wealth Advisors's Vanguard Russell 2000 Growth ETF position peaked at $343K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2022.

Based on Consilio Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.