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Kowal Investment Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-259
Closed -$23K – 928
2021
Q3 		$23K Buy
+259
New +$23.2K 0.01% 363

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

Kowal Investment Group's VTWO Position: Q4 2021 in Review

Kowal Investment Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2021, closing a stake of 259 shares — an estimated $23K sold.

Kowal Investment Group first reported a position in VTWO in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 382 funds tracked by Wall St. Rank hold VTWO as of Q4 2021.

  • Kowal Investment Group reported no remaining Vanguard Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 259 Vanguard Russell 2000 ETF shares in Q4 2021, an estimated $23K.
  • Kowal Investment Group first reported a position in Vanguard Russell 2000 ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Vanguard Russell 2000 ETF position peaked at $23K in Q3 2021.
  • 382 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.