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

Fortem Financial 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
2022
Q2 		– Sell
-2,774
Closed -$230K – 210
2022
Q1 		$230K Sell
2,774
-44,515
-94% -$3.66M 0.1% 155
2021
Q4 		$4.25M Sell
47,289
-181
-0.4% -$16.5K 1.94% 8
2021
Q3 		$4.2M Sell
47,470
-1,235
-3% -$111K 2.13% 4
2021
Q2 		$4.51M Buy
48,705
+7,347
+18% +$667K 2.29% 2
2021
Q1 		$3.69M Buy
+41,358
New +$3.65M 2.13% 4

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

Fortem Financial Group's VTWO Position: Q2 2022 in Review

Fortem Financial Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2022, closing a stake of 2,774 shares — an estimated $230K sold.

Fortem Financial Group first reported a position in VTWO in Q1 2021 and held it in 5 quarters. The position peaked at $4.51M in Q2 2021. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

  • Fortem Financial Group reported no remaining Vanguard Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Fortem Financial Group sold 2,774 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $230K.
  • Fortem Financial Group first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 5 quarters.
  • Fortem Financial Group's Vanguard Russell 2000 ETF position peaked at $4.51M in Q2 2021.
  • 380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.