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Legacy Financial Strategies’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Legacy Financial Strategies’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
2018
Q3 		– Sell
-3,670
Closed -$544K – 93
2018
Q2 		$544K Buy
3,670
+1,423
+63% +$207K 0.49% 32
2018
Q1 		$311K Buy
+2,247
New +$313K 0.3% 73

Other funds holding VTWG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Financial Strategies's VTWG Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2018, closing a stake of 3,670 shares — an estimated $544K sold.

Legacy Financial Strategies first reported a position in VTWG in Q1 2018 and held it in 2 quarters. The position peaked at $544K in Q2 2018. 64 funds tracked by Wall St. Rank hold VTWG as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 3,670 Vanguard Russell 2000 Growth ETF shares in Q3 2018, an estimated $544K.
  • Legacy Financial Strategies first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2018 and held it in 2 quarters.
  • Legacy Financial Strategies's Vanguard Russell 2000 Growth ETF position peaked at $544K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.