EWM
VTWV icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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 $523M AUM 15.95% 1-Year Est. Return