GBBWRPM
VTWO icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2016
Q2 		– Sell
-218
Closed -$9K – 454
2016
Q1 		$9K Sell
218
-354
-62% -$14.7K ﹤0.01% 273
2015
Q4 		$26K Buy
+572
New +$26.4K 0.01% 178

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's VTWO Position: Q2 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2016, closing a stake of 218 shares — an estimated $9K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in VTWO in Q4 2015 and held it in 2 quarters. The position peaked at $26K in Q4 2015. 74 funds tracked by Wall St. Rank hold VTWO as of Q2 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 218 Vanguard Russell 2000 ETF shares in Q2 2016, an estimated $9K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Vanguard Russell 2000 ETF in Q4 2015 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Vanguard Russell 2000 ETF position peaked at $26K in Q4 2015.
  • 74 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2016, filed 8 Aug 2016.