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Heritage Wealth Management (Arizona)’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-105
Closed -$20K – 1067
2022
Q1 		$20K Buy
+105
New +$19.5K 0.01% 605

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VTWG Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2022, closing a stake of 105 shares — an estimated $20K sold.

Heritage Wealth Management (Arizona) first reported a position in VTWG in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 109 funds tracked by Wall St. Rank hold VTWG as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 105 Vanguard Russell 2000 Growth ETF shares in Q2 2022, an estimated $20K.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Vanguard Russell 2000 Growth ETF position peaked at $20K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.