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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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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.