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

Evermay 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
2024 Q3	–	Sell	-14	Closed	-$2.67K	–	630
2024 Q2	$2.67K	Buy	14 +13	+1,300%	+$2.46K	﹤0.01%	528
2024 Q1	$198	Hold	1	–	–	﹤0.01%	590
2023 Q4	$184	Hold	1	–	–	﹤0.01%	663
2023 Q3	$164	Hold	1	–	–	﹤0.01%	549
2023 Q2	$177	Hold	1	–	–	﹤0.01%	542
2023 Q1	$166	Hold	1	–	–	﹤0.01%	523
2022 Q4	$156	Buy	+1	New	+$159	﹤0.01%	546

Other funds holding VTWG

WHG

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

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

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Evermay Wealth Management's VTWG Position: Q3 2024 in Review

Evermay Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2024, closing a stake of 14 shares — an estimated $2.67K sold.

Evermay Wealth Management first reported a position in VTWG in Q4 2022 and held it in 7 quarters. The position peaked at $2.67K in Q2 2024. 151 funds tracked by Wall St. Rank hold VTWG as of Q3 2024.

Evermay Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Evermay Wealth Management sold 14 Vanguard Russell 2000 Growth ETF shares in Q3 2024, an estimated $2.67K.
Evermay Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2022 and held it in 7 quarters.
Evermay Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $2.67K in Q2 2024.
151 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.