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

Kore Private Wealth’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
2020
Q3 		– Sell
-3
Closed – – 1065
2020
Q2 		$0 Buy
+3
New +$408 ﹤0.01% 1279

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kore Private Wealth's VTWG Position: Q3 2020 in Review

Kore Private Wealth sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2020, closing a stake of 3 shares.

Kore Private Wealth first reported a position in VTWG in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 68 funds tracked by Wall St. Rank hold VTWG as of Q3 2020.

  • Kore Private Wealth reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 3 Vanguard Russell 2000 Growth ETF shares in Q3 2020.
  • Kore Private Wealth first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2020 and held it in 1 quarter.
  • Kore Private Wealth's Vanguard Russell 2000 Growth ETF position peaked at $0 in Q2 2020.
  • 68 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.