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Greenwich Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Greenwich Wealth 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
2017
Q1 		– Sell
-6,824
Closed -$368K – 217
2016
Q4 		$368K Sell
6,824
-242
-3% -$12.4K 0.05% 141
2016
Q3 		$352K Buy
+7,066
New +$345K 0.06% 145

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Greenwich Wealth Management's VTWO Position: Q1 2017 in Review

Greenwich Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2017, closing a stake of 6,824 shares — an estimated $368K sold.

Greenwich Wealth Management first reported a position in VTWO in Q3 2016 and held it in 2 quarters. The position peaked at $368K in Q4 2016. 102 funds tracked by Wall St. Rank hold VTWO as of Q1 2017.

  • Greenwich Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 6,824 Vanguard Russell 2000 ETF shares in Q1 2017, an estimated $368K.
  • Greenwich Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q3 2016 and held it in 2 quarters.
  • Greenwich Wealth Management's Vanguard Russell 2000 ETF position peaked at $368K in Q4 2016.
  • 102 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.