FEG
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Financial Enhancement Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Financial Enhancement Group’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
2018
Q3 		– Sell
-760
Closed -$50K – 275
2018
Q2 		$50K Hold
760
– – 0.02% 124
2018
Q1 		$46K Buy
+760
New +$47.1K 0.02% 131

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Enhancement Group's VTWO Position: Q3 2018 in Review

Financial Enhancement Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2018, closing a stake of 760 shares — an estimated $50K sold.

Financial Enhancement Group first reported a position in VTWO in Q1 2018 and held it in 2 quarters. The position peaked at $50K in Q2 2018. 156 funds tracked by Wall St. Rank hold VTWO as of Q3 2018.

  • Financial Enhancement Group reported no remaining Vanguard Russell 2000 ETF position as of Q3 2018 after selling out during the quarter.
  • Financial Enhancement Group sold 760 Vanguard Russell 2000 ETF shares in Q3 2018, an estimated $50K.
  • Financial Enhancement Group first reported a position in Vanguard Russell 2000 ETF in Q1 2018 and held it in 2 quarters.
  • Financial Enhancement Group's Vanguard Russell 2000 ETF position peaked at $50K in Q2 2018.
  • 156 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2018.

Based on Financial Enhancement Group's 13F filing for Q3 2018, filed 19 Nov 2018.