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

Echo 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
2022 Q2	–	Sell	-2,781	Closed	-$222K	–	52
2022 Q1	$222K	Sell	2,781 -1,643	-37%	-$135K	0.26%	49
2021 Q4	$384K	Hold	4,424	–	–	0.44%	38
2021 Q3	$396K	Hold	4,424	–	–	0.47%	35
2021 Q2	$404K	Hold	4,424	–	–	0.52%	35
2021 Q1	$394K	Hold	4,424	–	–	0.5%	38
2020 Q4	$350K	Buy	+4,424	New	+$313K	0.46%	37

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

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

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

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

JMPWA

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Echo Wealth Management's VTWO Position: Q2 2022 in Review

Echo Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2022, closing a stake of 2,781 shares — an estimated $222K sold.

Echo Wealth Management first reported a position in VTWO in Q4 2020 and held it in 6 quarters. The position peaked at $404K in Q2 2021. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

Echo Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
Echo Wealth Management sold 2,781 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $222K.
Echo Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and held it in 6 quarters.
Echo Wealth Management's Vanguard Russell 2000 ETF position peaked at $404K in Q2 2021.
380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on Echo Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.