Financial Gravity Asset Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-2	Closed	-$378	–	1789
2024 Q1	$378	Hold	2	–	–	﹤0.01%	865
2023 Q4	$324	Buy	+2	New	+$328	﹤0.01%	969
2021 Q3	$214K	Hold	2	–	–	0.1%	164
2021 Q2	$227K	Buy	+2	New	+$438	0.08%	163
2020 Q4	$0	Buy	+2	New	+$371	﹤0.01%	674
2019 Q4	$156K	Sell	31 -4	-11%	-$590	0.11%	170
2019 Q3	$5K	Buy	35 +2	+6%	+$288	﹤0.01%	714
2019 Q2	$5K	Sell	33 -3	-8%	-$431	﹤0.01%	705
2019 Q1	$5K	Buy	+36	New	+$4.97K	﹤0.01%	706
2018 Q3	$6K	Sell	43 -24	-36%	-$3.71K	0.01%	705
2018 Q2	$10K	Buy	67 +8	+14%	+$1.16K	0.01%	574
2018 Q1	$8K	Buy	+59	New	+$8.22K	0.01%	624

Other funds holding VTWG

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 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

CWM

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

Financial Gravity Asset Management's VTWG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2024, closing a stake of 2 shares — an estimated $378 sold.

Financial Gravity Asset Management first reported a position in VTWG in Q1 2018 and held it in 12 quarters. The position peaked at $227K in Q2 2021. 144 funds tracked by Wall St. Rank hold VTWG as of Q2 2024.

Financial Gravity Asset Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Vanguard Russell 2000 Growth ETF shares in Q2 2024, an estimated $378.
Financial Gravity Asset Management first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Vanguard Russell 2000 Growth ETF position peaked at $227K in Q2 2021.
144 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.