Edge Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Edge Wealth Management’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8	Closed	-$2K	–	454
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	443
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	456
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	390
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	382
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	333
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	422
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	653
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	607
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	572
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	576
2019 Q2	$1K	Buy	+8	New	+$1.15K	﹤0.01%	579

Other funds holding VTWG

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Edge Wealth Management's VTWG Position: Q1 2022 in Review

Edge Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q1 2022, closing a stake of 8 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in VTWG in Q2 2019 and held it in 11 quarters. The position peaked at $2K in Q4 2021. 113 funds tracked by Wall St. Rank hold VTWG as of Q1 2022.

Edge Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 8 Vanguard Russell 2000 Growth ETF shares in Q1 2022, an estimated $2K.
Edge Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2019 and held it in 11 quarters.
Edge Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $2K in Q4 2021.
113 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.