DHK Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

DHK Financial Advisors’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 Q2	–	Sell	-7,397	Closed	-$629K	–	102
2024 Q1	$629K	Buy	7,397 +2,244	+44%	+$181K	0.45%	51
2023 Q4	$418K	Buy	5,153 +300	+6%	+$21.7K	0.31%	58
2023 Q3	$347K	Sell	4,853 -188	-4%	-$14.3K	0.31%	54
2023 Q2	$381K	Hold	5,041	–	–	0.32%	52
2023 Q1	$363K	Buy	+5,041	New	+$375K	0.45%	34

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

DHK Financial Advisors's VTWO Position: Q2 2024 in Review

DHK Financial Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2024, closing a stake of 7,397 shares — an estimated $629K sold.

DHK Financial Advisors first reported a position in VTWO in Q1 2023 and held it in 5 quarters. The position peaked at $629K in Q1 2024. 498 funds tracked by Wall St. Rank hold VTWO as of Q2 2024.

DHK Financial Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 7,397 Vanguard Russell 2000 ETF shares in Q2 2024, an estimated $629K.
DHK Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and held it in 5 quarters.
DHK Financial Advisors's Vanguard Russell 2000 ETF position peaked at $629K in Q1 2024.
498 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.