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Jaffetilchin Investment Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Jaffetilchin Investment Partners’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
2019
Q3 		– Sell
-8,492
Closed -$531K – 270
2019
Q2 		$531K Buy
+8,492
New +$526K 0.12% 119
2018
Q4 		– Sell
-125,950
Closed -$8.52M – 360
2018
Q3 		$8.52M Buy
125,950
+102,968
+448% +$6.98M 1.8% 12
2018
Q2 		$1.51M Buy
+22,982
New +$1.48M 0.34% 47

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Bank of America
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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jaffetilchin Investment Partners's VTWO Position: Q3 2019 in Review

Jaffetilchin Investment Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2019, closing a stake of 8,492 shares — an estimated $531K sold.

Jaffetilchin Investment Partners first reported a position in VTWO in Q2 2018 and held it in 3 quarters. The position peaked at $8.52M in Q3 2018. 164 funds tracked by Wall St. Rank hold VTWO as of Q3 2019.

  • Jaffetilchin Investment Partners reported no remaining Vanguard Russell 2000 ETF position as of Q3 2019 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8,492 Vanguard Russell 2000 ETF shares in Q3 2019, an estimated $531K.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Russell 2000 ETF in Q2 2018 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Vanguard Russell 2000 ETF position peaked at $8.52M in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2019, filed 15 Oct 2019.