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Flagship Private Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-352
Closed -$31.8K – 297
2021
Q2 		$31.8K Hold
352
– – 0.02% 161
2021
Q1 		$32K Hold
352
– – 0.03% 139
2020
Q4 		$29.7K Buy
+352
New +$24.9K 0.03% 144

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Flagship Private Wealth's VTWO Position: Q3 2021 in Review

Flagship Private Wealth sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2021, closing a stake of 352 shares — an estimated $31.8K sold.

Flagship Private Wealth first reported a position in VTWO in Q4 2020 and held it in 3 quarters. The position peaked at $32K in Q1 2021. 337 funds tracked by Wall St. Rank hold VTWO as of Q3 2021.

  • Flagship Private Wealth reported no remaining Vanguard Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 352 Vanguard Russell 2000 ETF shares in Q3 2021, an estimated $31.8K.
  • Flagship Private Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Vanguard Russell 2000 ETF position peaked at $32K in Q1 2021.
  • 337 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.