Fortis Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Fortis Advisors’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
2023 Q2	–	Sell	-1,200	Closed	-$86.5K	–	256
2023 Q1	$86.5K	Buy	+1,200	New	+$89.2K	0.06%	137
2022 Q3	–	Sell	-8	Closed	-$589	–	291
2022 Q2	$1K	Buy	+8	New	+$595	﹤0.01%	274

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fortis Advisors's VTWO Position: Q2 2023 in Review

Fortis Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2023, closing a stake of 1,200 shares — an estimated $86.5K sold.

Fortis Advisors first reported a position in VTWO in Q2 2022 and held it in 2 quarters. The position peaked at $86.5K in Q1 2023. 411 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

Fortis Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 1,200 Vanguard Russell 2000 ETF shares in Q2 2023, an estimated $86.5K.
Fortis Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2022 and held it in 2 quarters.
Fortis Advisors's Vanguard Russell 2000 ETF position peaked at $86.5K in Q1 2023.
411 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.