Divergent Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Divergent Wealth 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
2020 Q1	–	Sell	-67,828	Closed	-$4.52M	–	42
2019 Q4	$4.52M	Sell	67,828 -12,014	-15%	-$763K	1.33%	15
2019 Q3	$4.86M	Buy	79,842 +13,826	+21%	+$849K	1.51%	15
2019 Q2	$4.13M	Sell	66,016 -7,316	-10%	-$453K	1.31%	15
2019 Q1	$4.51M	Sell	73,332 -15,776	-18%	-$952K	1.5%	15
2018 Q4	$4.78M	Buy	+89,108	New	+$5.34M	1.77%	13

Other funds holding VTWO

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Divergent Wealth Advisors's VTWO Position: Q1 2020 in Review

Divergent Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2020, closing a stake of 67,828 shares — an estimated $4.52M sold.

Divergent Wealth Advisors first reported a position in VTWO in Q4 2018 and held it in 5 quarters. The position peaked at $4.86M in Q3 2019. 174 funds tracked by Wall St. Rank hold VTWO as of Q1 2020.

Divergent Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 67,828 Vanguard Russell 2000 ETF shares in Q1 2020, an estimated $4.52M.
Divergent Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and held it in 5 quarters.
Divergent Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $4.86M in Q3 2019.
174 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2020.

Based on Divergent Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.