High Net Worth Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-715	Closed	-$50.3K	–	570
2022 Q4	$50.3K	Buy	715 +402	+128%	+$28.9K	0.02%	325
2022 Q3	$21K	Hold	313	–	–	0.01%	447
2022 Q2	$21K	Hold	313	–	–	0.01%	445
2022 Q1	$26K	Hold	313	–	–	0.01%	419
2021 Q4	$28K	Buy	+313	New	+$28.6K	0.01%	419

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

High Net Worth Advisory Group's VTWO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2023, closing a stake of 715 shares — an estimated $50.3K sold.

High Net Worth Advisory Group first reported a position in VTWO in Q4 2021 and held it in 5 quarters. The position peaked at $50.3K in Q4 2022. 408 funds tracked by Wall St. Rank hold VTWO as of Q1 2023.

High Net Worth Advisory Group reported no remaining Vanguard Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 715 Vanguard Russell 2000 ETF shares in Q1 2023, an estimated $50.3K.
High Net Worth Advisory Group first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Vanguard Russell 2000 ETF position peaked at $50.3K in Q4 2022.
408 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.