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Financial Management Professionals’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Financial Management Professionals’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
2023
Q2 		– Sell
-31
Closed -$4K – 1134
2023
Q1 		$4K Hold
31
– – ﹤0.01% 736
2022
Q4 		$4K Buy
+31
New +$3.84K ﹤0.01% 675

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Financial Management Professionals's VTWV Position: Q2 2023 in Review

Financial Management Professionals sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2023, closing a stake of 31 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in VTWV in Q4 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2023. 134 funds tracked by Wall St. Rank hold VTWV as of Q2 2023.

  • Financial Management Professionals reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 31 Vanguard Russell 2000 Value ETF shares in Q2 2023, an estimated $4K.
  • Financial Management Professionals first reported a position in Vanguard Russell 2000 Value ETF in Q4 2022 and held it in 2 quarters.
  • Financial Management Professionals's Vanguard Russell 2000 Value ETF position peaked at $4K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.