IP
VTWV icon

Ignite Planners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Ignite Planners’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
2023
Q4 		– Sell
-2,921
Closed -$338K – 338
2023
Q3 		$338K Sell
2,921
-621
-18% -$78.3K 0.1% 214
2023
Q2 		$435K Hold
3,542
– – 0.17% 135
2023
Q1 		$419K Sell
3,542
-200
-5% -$25.4K 0.17% 149
2022
Q4 		$493K Sell
3,742
-215
-5% -$26.7K 0.21% 129
2022
Q3 		$459K Hold
3,957
– – 0.37% 83
2022
Q2 		$485K Hold
3,957
– – 0.4% 74
2022
Q1 		$536K Sell
3,957
-61
-2% -$8.51K 0.36% 78
2021
Q4 		$575K Buy
+4,018
New +$587K 0.37% 85

Other funds holding VTWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return