Goldstein Munger & Associates’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Goldstein Munger & 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 Q3	$1.19M	Buy	17,782 +870	+5%	+$64K	0.39%	20
2022 Q2	$1.16M	Buy	16,912 +3,025	+22%	+$225K	0.35%	20
2022 Q1	$1.15M	Buy	13,887 +148	+1%	+$12.2K	0.3%	22
2021 Q4	$1.23M	Sell	13,739 -5	-0%	-$457	0.31%	21
2021 Q3	$1.22M	Sell	13,744 -6	-0%	-$537	0.33%	20
2021 Q2	$1.27M	Sell	13,750 -6	-0%	-$545	0.34%	20
2021 Q1	$1.23M	Buy	13,756 +1,370	+11%	+$121K	0.34%	20
2020 Q4	$980K	Buy	12,386 +32	+0.3%	+$2.26K	0.29%	24
2020 Q3	$747K	Hold	12,354	–	–	0.25%	25
2020 Q2	$713K	Buy	12,354 +7,404	+150%	+$392K	0.27%	26
2020 Q1	$228K	Buy	+4,950	New	+$297K	0.11%	31

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Goldstein Munger & Associates's VTWO Position: Q3 2022 in Review

Goldstein Munger & Associates increased its Vanguard Russell 2000 ETF (VTWO) stake by 5.1% in Q3 2022, buying an estimated $64K and bringing the position to 17,782 shares worth $1.19M. The position accounts for 0.39% of the portfolio, ranked #20.

Goldstein Munger & Associates first reported a position in VTWO in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.27M in Q2 2021. 374 funds tracked by Wall St. Rank hold VTWO as of Q3 2022.

Goldstein Munger & Associates held 17,782 shares of Vanguard Russell 2000 ETF worth $1.19M as of Q3 2022.
Goldstein Munger & Associates bought 870 Vanguard Russell 2000 ETF shares in Q3 2022, an estimated $64K.
Vanguard Russell 2000 ETF made up 0.39% of Goldstein Munger & Associates's portfolio in Q3 2022, its #20 holding.
Goldstein Munger & Associates first reported a position in Vanguard Russell 2000 ETF in Q1 2020 and has held it in 11 quarters since.
Goldstein Munger & Associates's Vanguard Russell 2000 ETF position peaked at $1.27M in Q2 2021.
374 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.