KJWM
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Kiley Juergens Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-174
Closed -$11K – 647
2018
Q3 		$11K Buy
174
+2
+1% +$136 0.01% 462
2018
Q2 		$11K Buy
+172
New +$11.1K 0.01% 426
2018
Q1 		– Sell
-172
Closed -$10K – 600
2017
Q4 		$10K Buy
+172
New +$10.4K 0.01% 464

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kiley Juergens Wealth Management's VTWO Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2018, closing a stake of 174 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in VTWO in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 167 funds tracked by Wall St. Rank hold VTWO as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 174 Vanguard Russell 2000 ETF shares in Q4 2018, an estimated $11K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Vanguard Russell 2000 ETF position peaked at $11K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.