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Global Wealth Management Investment Advisory’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30
Closed -$3.71K – 504
2023
Q2 		$3.71K Buy
+30
New +$3.56K ﹤0.01% 354

Other funds holding VTWV

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Global Wealth Management Investment Advisory's VTWV Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q3 2023, closing a stake of 30 shares — an estimated $3.71K sold.

Global Wealth Management Investment Advisory first reported a position in VTWV in Q2 2023 and held it in 1 quarter. The position peaked at $3.71K in Q2 2023. 145 funds tracked by Wall St. Rank hold VTWV as of Q3 2023.

  • Global Wealth Management Investment Advisory reported no remaining Vanguard Russell 2000 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 30 Vanguard Russell 2000 Value ETF shares in Q3 2023, an estimated $3.71K.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Russell 2000 Value ETF in Q2 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Vanguard Russell 2000 Value ETF position peaked at $3.71K in Q2 2023.
  • 145 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.