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Jackson Grant Investment Advisers’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Jackson Grant Investment Advisers’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25
Closed -$4.78K – 406
2024
Q2 		$4.78K Buy
+25
New +$4.72K ﹤0.01% 317

Other funds holding VTWG

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Jackson Grant Investment Advisers's VTWG Position: Q3 2024 in Review

Jackson Grant Investment Advisers sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2024, closing a stake of 25 shares — an estimated $4.78K sold.

Jackson Grant Investment Advisers first reported a position in VTWG in Q2 2024 and held it in 1 quarter. The position peaked at $4.78K in Q2 2024. 151 funds tracked by Wall St. Rank hold VTWG as of Q3 2024.

  • Jackson Grant Investment Advisers reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 25 Vanguard Russell 2000 Growth ETF shares in Q3 2024, an estimated $4.78K.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Vanguard Russell 2000 Growth ETF position peaked at $4.78K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2024, filed 17 Oct 2024.