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Freedman Financial Associates’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Freedman Financial Associates’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
-152
Closed -$13K – 422
2022
Q1 		$13K Buy
+152
New +$12.5K 0.01% 335

Other funds holding VTWO

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Freedman Financial Associates's VTWO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2022, closing a stake of 152 shares — an estimated $13K sold.

Freedman Financial Associates first reported a position in VTWO in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 152 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $13K.
  • Freedman Financial Associates first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and held it in 1 quarter.
  • Freedman Financial Associates's Vanguard Russell 2000 ETF position peaked at $13K in Q1 2022.
  • 380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.