Graves Light Lenhart Wealth’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-58	Closed	-$4K	–	603
2022 Q2	$4K	Hold	58	–	–	﹤0.01%	556
2022 Q1	$5K	Hold	58	–	–	﹤0.01%	595
2021 Q4	$5K	Hold	58	–	–	﹤0.01%	658
2021 Q3	$5K	Hold	58	–	–	﹤0.01%	647
2021 Q2	$5K	Hold	58	–	–	﹤0.01%	641
2021 Q1	$5K	Buy	58 +38	+190%	+$3.35K	﹤0.01%	644
2020 Q4	$2K	Buy	+20	New	+$1.41K	﹤0.01%	681

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

Graves Light Lenhart Wealth's VTWO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2022, closing a stake of 58 shares — an estimated $4K sold.

Graves Light Lenhart Wealth first reported a position in VTWO in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 374 funds tracked by Wall St. Rank hold VTWO as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Vanguard Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 58 Vanguard Russell 2000 ETF shares in Q3 2022, an estimated $4K.
Graves Light Lenhart Wealth first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Vanguard Russell 2000 ETF position peaked at $5K in Q1 2022.
374 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.