Liberty Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Liberty Wealth Management’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	-84	Closed	-$8K	–	1090
2021 Q3	$8K	Sell	84 -78	-48%	-$6.98K	﹤0.01%	878
2021 Q2	$5K	Buy	162 +120	+286%	+$10.9K	﹤0.01%	808
2021 Q1	$3K	Hold	42	–	–	﹤0.01%	790
2020 Q4	$3K	Sell	42 -10	-19%	-$707	﹤0.01%	786
2020 Q3	$3K	Hold	52	–	–	﹤0.01%	729
2020 Q2	$3K	Hold	52	–	–	﹤0.01%	717
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	753
2019 Q4	$3K	Sell	52 -12	-19%	-$762	﹤0.01%	746
2019 Q3	$4K	Hold	64	–	–	﹤0.01%	684
2019 Q2	$4K	Hold	64	–	–	﹤0.01%	706
2019 Q1	$3K	Hold	64	–	–	﹤0.01%	612
2018 Q4	$3K	Buy	+64	New	+$3.83K	﹤0.01%	653

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

Liberty Wealth Management's VTWO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2021, closing a stake of 84 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in VTWO in Q4 2018 and held it in 12 quarters. The position peaked at $8K in Q3 2021. 382 funds tracked by Wall St. Rank hold VTWO as of Q4 2021.

Liberty Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 84 Vanguard Russell 2000 ETF shares in Q4 2021, an estimated $8K.
Liberty Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Vanguard Russell 2000 ETF position peaked at $8K in Q3 2021.
382 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.