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Investors Asset Management of Georgia’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-1,170
Closed -$78K – 515
2022
Q3 		$78K Hold
1,170
– – 0.04% 243
2022
Q2 		$80K Buy
+1,170
New +$87.1K 0.04% 220

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Investors Asset Management of Georgia's VTWO Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2022, closing a stake of 1,170 shares — an estimated $78K sold.

Investors Asset Management of Georgia first reported a position in VTWO in Q2 2022 and held it in 2 quarters. The position peaked at $80K in Q2 2022. 415 funds tracked by Wall St. Rank hold VTWO as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,170 Vanguard Russell 2000 ETF shares in Q4 2022, an estimated $78K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Russell 2000 ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Russell 2000 ETF position peaked at $80K in Q2 2022.
  • 415 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.