GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-82
Closed -$7K – 1102
2021
Q3 		$7K Buy
+82
New +$7.34K ﹤0.01% 719

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VTWO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2021, closing a stake of 82 shares — an estimated $7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VTWO in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 382 funds tracked by Wall St. Rank hold VTWO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 82 Vanguard Russell 2000 ETF shares in Q4 2021, an estimated $7K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Russell 2000 ETF position peaked at $7K in Q3 2021.
  • 382 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.