Level Four Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Level Four Financial’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 Q3	$543K	Buy	6,142 +12	+0.2%	+$1.07K	0.24%	103
2021 Q2	$567K	Sell	6,130 -610	-9%	-$55.4K	0.24%	110
2021 Q1	$601K	Buy	6,740 +864	+15%	+$76.2K	0.28%	101
2020 Q4	$465K	Buy	+5,876	New	+$415K	0.2%	141

Other funds holding VTWO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Austin Private Wealth Austin, Texas $1.33B AUM 17.75% 1-Year Est. Return