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

Executive 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
2019
Q3 		– Sell
-157
Closed -$23K – 785
2019
Q2 		$23K Hold
157
– – ﹤0.01% 451
2019
Q1 		$22K Hold
157
– – ﹤0.01% 414
2018
Q4 		$19K Buy
+157
New +$21.3K ﹤0.01% 441

Other funds holding VTWG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Executive Wealth Management's VTWG Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2019, closing a stake of 157 shares — an estimated $23K sold.

Executive Wealth Management first reported a position in VTWG in Q4 2018 and held it in 3 quarters. The position peaked at $23K in Q2 2019. 61 funds tracked by Wall St. Rank hold VTWG as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 157 Vanguard Russell 2000 Growth ETF shares in Q3 2019, an estimated $23K.
  • Executive Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $23K in Q2 2019.
  • 61 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.