Evermay Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Evermay Wealth Management’s Portfolio VTWV Stock Details VTWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1	Closed	-$149	–	631
2024 Q2	$149	Hold	1	–	–	﹤0.01%	592
2024 Q1	$154	Hold	1	–	–	﹤0.01%	597
2023 Q4	$151	Hold	1	–	–	﹤0.01%	668
2023 Q3	$132	Hold	1	–	–	﹤0.01%	550
2023 Q2	$137	Hold	1	–	–	﹤0.01%	544
2023 Q1	$133	Hold	1	–	–	﹤0.01%	527
2022 Q4	$134	Buy	+1	New	+$124	﹤0.01%	549

Other funds holding VTWV

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

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

Evermay Wealth Management sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q3 2024, closing a stake of 1 share — an estimated $149 sold.

Evermay Wealth Management first reported a position in VTWV in Q4 2022 and held it in 7 quarters. The position peaked at $154 in Q1 2024. 147 funds tracked by Wall St. Rank hold VTWV as of Q3 2024.

Evermay Wealth Management reported no remaining Vanguard Russell 2000 Value ETF position as of Q3 2024 after selling out during the quarter.
Evermay Wealth Management sold 1 Vanguard Russell 2000 Value ETF share in Q3 2024, an estimated $149.
Evermay Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q4 2022 and held it in 7 quarters.
Evermay Wealth Management's Vanguard Russell 2000 Value ETF position peaked at $154 in Q1 2024.
147 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2024.

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