Jamison Private Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Jamison Private Wealth Management’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 Q4	–	Sell	-846	Closed	-$175K	–	478
2024 Q3	$175K	Buy	846 +2	+0.2%	+$399	0.03%	197
2024 Q2	$161K	Hold	844	–	–	0.03%	187
2024 Q1	$166K	Buy	844 +2	+0.2%	+$372	0.03%	185
2023 Q4	$155K	Buy	842 +11	+1%	+$1.8K	0.03%	182
2023 Q3	$136K	Buy	+831	New	+$145K	0.03%	181

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Jamison Private Wealth Management's VTWG Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2024, closing a stake of 846 shares — an estimated $175K sold.

Jamison Private Wealth Management first reported a position in VTWG in Q3 2023 and held it in 5 quarters. The position peaked at $175K in Q3 2024. 164 funds tracked by Wall St. Rank hold VTWG as of Q4 2024.

Jamison Private Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 846 Vanguard Russell 2000 Growth ETF shares in Q4 2024, an estimated $175K.
Jamison Private Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $175K in Q3 2024.
164 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.