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

High Net Worth Advisory Group’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30
Closed -$3K – 698
2022
Q3 		$3K Buy
+30
New +$3.8K ﹤0.01% 620

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

High Net Worth Advisory Group's VTWV Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2022, closing a stake of 30 shares — an estimated $3K sold.

High Net Worth Advisory Group first reported a position in VTWV in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 144 funds tracked by Wall St. Rank hold VTWV as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 30 Vanguard Russell 2000 Value ETF shares in Q4 2022, an estimated $3K.
  • High Net Worth Advisory Group first reported a position in Vanguard Russell 2000 Value ETF in Q3 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's Vanguard Russell 2000 Value ETF position peaked at $3K in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.