CVA Family Office’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

CVA Family Office’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
2024 Q3	–	Sell	-64	Closed	-$12.2K	–	1350
2024 Q2	$12.2K	Hold	64	–	–	﹤0.01%	709
2024 Q1	$12.6K	Hold	64	–	–	﹤0.01%	715
2023 Q4	$11.7K	Buy	+64	New	+$10.5K	﹤0.01%	702
2023 Q3	–	Sell	-64	Closed	-$11.3K	–	938
2023 Q2	$11.3K	Sell	64 -44	-41%	-$7.34K	﹤0.01%	708
2023 Q1	$17.8K	Buy	+108	New	+$18K	﹤0.01%	607

Other funds holding VTWG

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

CVA Family Office's VTWG Position: Q3 2024 in Review

CVA Family Office sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2024, closing a stake of 64 shares — an estimated $12.2K sold.

CVA Family Office first reported a position in VTWG in Q1 2023 and held it in 5 quarters. The position peaked at $17.8K in Q1 2023. 151 funds tracked by Wall St. Rank hold VTWG as of Q3 2024.

CVA Family Office reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2024 after selling out during the quarter.
CVA Family Office sold 64 Vanguard Russell 2000 Growth ETF shares in Q3 2024, an estimated $12.2K.
CVA Family Office first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2023 and held it in 5 quarters.
CVA Family Office's Vanguard Russell 2000 Growth ETF position peaked at $17.8K in Q1 2023.
151 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.