Hoover Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Hoover Financial Advisors’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
2021 Q2	$104K	Sell	1,124 -1,952	-63%	-$177K	0.02%	200
2021 Q1	$136K	Buy	3,076 +1,954	+174%	+$172K	0.03%	166
2020 Q4	$97K	Sell	1,122 -148	-12%	-$10.5K	0.02%	174
2020 Q3	$77K	Buy	1,270 +158	+14%	+$9.58K	0.03%	122
2020 Q2	$64K	Buy	+1,112	New	+$58.8K	0.02%	166

Other funds holding VTWO

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCBT

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

Hoover Financial Advisors's VTWO Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 63% in Q2 2021, selling an estimated $177K and leaving 1,124 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #200.

Hoover Financial Advisors first reported a position in VTWO in Q2 2020 and has held it in 5 quarters since. The position peaked at $136K in Q1 2021. 327 funds tracked by Wall St. Rank hold VTWO as of Q2 2021.

Hoover Financial Advisors held 1,124 shares of Vanguard Russell 2000 ETF worth $104K as of Q2 2021.
Hoover Financial Advisors sold 1,952 Vanguard Russell 2000 ETF shares in Q2 2021, an estimated $177K.
Vanguard Russell 2000 ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #200 holding.
Hoover Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's Vanguard Russell 2000 ETF position peaked at $136K in Q1 2021.
327 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.