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HBW Advisory Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

HBW Advisory Services’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
Q3 		– Sell
-10,945
Closed -$828K – 340
2023
Q2 		$828K Sell
10,945
-3,417
-24% -$246K 0.18% 127
2023
Q1 		$1.03M Buy
14,362
+413
+3% +$30.7K 0.26% 99
2022
Q4 		$982K Buy
13,949
+1,832
+15% +$132K 0.26% 108
2022
Q3 		$807K Buy
12,117
+1,340
+12% +$98.6K 0.23% 121
2022
Q2 		$737K Buy
+10,777
New +$802K 0.19% 127

Other funds holding VTWO

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Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return