Doyle Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-200	Closed	-$12K	–	755
2019 Q2	$12K	Buy	+200	New	+$12.4K	﹤0.01%	603
2019 Q1	–	Sell	-800	Closed	-$43K	–	749
2018 Q4	$43K	Buy	+800	New	+$47.9K	0.01%	385

Other funds holding VTWO

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

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

JMPWA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Doyle Wealth Management's VTWO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2019, closing a stake of 200 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in VTWO in Q4 2018 and held it in 2 quarters. The position peaked at $43K in Q4 2018. 164 funds tracked by Wall St. Rank hold VTWO as of Q3 2019.

Doyle Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 200 Vanguard Russell 2000 ETF shares in Q3 2019, an estimated $12K.
Doyle Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Vanguard Russell 2000 ETF position peaked at $43K in Q4 2018.
164 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.