Halpern Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Halpern Financial’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
2023 Q2	–	Sell	-343	Closed	-$24.7K	–	260
2023 Q1	$24.7K	Hold	343	–	–	0.01%	104
2022 Q4	$24.1K	Hold	343	–	–	0.01%	109
2022 Q3	$22.9K	Hold	343	–	–	0.01%	109
2022 Q2	$23.5K	Hold	343	–	–	0.01%	113
2022 Q1	$28.4K	Hold	343	–	–	0.01%	118
2021 Q4	$30.8K	Hold	343	–	–	0.01%	109
2021 Q3	$30.3K	Hold	343	–	–	0.01%	91
2021 Q2	$31.8K	Buy	343 +105	+44%	+$9.54K	0.02%	83
2021 Q1	$21.2K	Hold	238	–	–	0.01%	94
2020 Q4	$18.8K	Hold	238	–	–	0.01%	89
2020 Q3	$14.4K	Buy	+238	New	+$14.4K	0.01%	90

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Halpern Financial's VTWO Position: Q2 2023 in Review

Halpern Financial sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2023, closing a stake of 343 shares — an estimated $24.7K sold.

Halpern Financial first reported a position in VTWO in Q3 2020 and held it in 11 quarters. The position peaked at $31.8K in Q2 2021. 411 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

Halpern Financial reported no remaining Vanguard Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Halpern Financial sold 343 Vanguard Russell 2000 ETF shares in Q2 2023, an estimated $24.7K.
Halpern Financial first reported a position in Vanguard Russell 2000 ETF in Q3 2020 and held it in 11 quarters.
Halpern Financial's Vanguard Russell 2000 ETF position peaked at $31.8K in Q2 2021.
411 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on Halpern Financial's 13F filing for Q2 2023, filed 21 Sep 2023.