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

EPG 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
-100
Closed -$8K – 397
2022
Q1 		$8K Sell
100
-702
-88% -$57.7K ﹤0.01% 363
2021
Q4 		$72K Buy
+802
New +$73.2K 0.03% 272

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EPG Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2022, closing a stake of 100 shares — an estimated $8K sold.

EPG Wealth Management first reported a position in VTWO in Q4 2021 and held it in 2 quarters. The position peaked at $72K in Q4 2021. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

  • EPG Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • EPG Wealth Management sold 100 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $8K.
  • EPG Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and held it in 2 quarters.
  • EPG Wealth Management's Vanguard Russell 2000 ETF position peaked at $72K in Q4 2021.
  • 380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on EPG Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.