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Financial Synergies Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Financial Synergies Wealth Advisors’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
2022
Q4 		– Sell
-15
Closed -$1.72K – 505
2022
Q3 		$1.72K Hold
15
– – ﹤0.01% 233
2022
Q2 		$1.8K Buy
+15
New +$1.96K ﹤0.01% 248

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Financial Synergies Wealth Advisors's VTWV Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2022, closing a stake of 15 shares — an estimated $1.72K sold.

Financial Synergies Wealth Advisors first reported a position in VTWV in Q2 2022 and held it in 2 quarters. The position peaked at $1.8K in Q2 2022. 145 funds tracked by Wall St. Rank hold VTWV as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 15 Vanguard Russell 2000 Value ETF shares in Q4 2022, an estimated $1.72K.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Vanguard Russell 2000 Value ETF position peaked at $1.8K in Q2 2022.
  • 145 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.