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LBMC Investment Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

LBMC Investment Advisors’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
2022
Q4 		– Sell
-1,640
Closed -$247K – 165
2022
Q3 		$247K Hold
1,640
– – 0.03% 128
2022
Q2 		$246K Hold
1,640
– – 0.03% 127
2022
Q1 		$305K Sell
1,640
-525
-24% -$97.7K 0.03% 122
2021
Q4 		$462K Buy
+2,165
New +$475K 0.04% 102

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

LBMC Investment Advisors's VTWG Position: Q4 2022 in Review

LBMC Investment Advisors sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2022, closing a stake of 1,640 shares — an estimated $247K sold.

LBMC Investment Advisors first reported a position in VTWG in Q4 2021 and held it in 4 quarters. The position peaked at $462K in Q4 2021. 128 funds tracked by Wall St. Rank hold VTWG as of Q4 2022.

  • LBMC Investment Advisors reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,640 Vanguard Russell 2000 Growth ETF shares in Q4 2022, an estimated $247K.
  • LBMC Investment Advisors first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2021 and held it in 4 quarters.
  • LBMC Investment Advisors's Vanguard Russell 2000 Growth ETF position peaked at $462K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2022.

Based on LBMC Investment Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.