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Freestone Capital Holdings’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Freestone Capital Holdings’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,150
Closed -$214K – 587
2022
Q1 		$214K Buy
+1,150
New +$214K 0.01% 532

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Osaic Holdings
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Morgan Stanley
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SAM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Freestone Capital Holdings's VTWG Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2022, closing a stake of 1,150 shares — an estimated $214K sold.

Freestone Capital Holdings first reported a position in VTWG in Q1 2022 and held it in 1 quarter. The position peaked at $214K in Q1 2022. 109 funds tracked by Wall St. Rank hold VTWG as of Q2 2022.

  • Freestone Capital Holdings reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,150 Vanguard Russell 2000 Growth ETF shares in Q2 2022, an estimated $214K.
  • Freestone Capital Holdings first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2022 and held it in 1 quarter.
  • Freestone Capital Holdings's Vanguard Russell 2000 Growth ETF position peaked at $214K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.