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Measured Wealth Private Client Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Measured Wealth Private Client Group’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-400
Closed -$46K – 698
2018
Q3 		$46K Buy
+400
New +$46.8K 0.03% 377

Other funds holding VTWV

CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Measured Wealth Private Client Group's VTWV Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2018, closing a stake of 400 shares — an estimated $46K sold.

Measured Wealth Private Client Group first reported a position in VTWV in Q3 2018 and held it in 1 quarter. The position peaked at $46K in Q3 2018. 59 funds tracked by Wall St. Rank hold VTWV as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 400 Vanguard Russell 2000 Value ETF shares in Q4 2018, an estimated $46K.
  • Measured Wealth Private Client Group first reported a position in Vanguard Russell 2000 Value ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Vanguard Russell 2000 Value ETF position peaked at $46K in Q3 2018.
  • 59 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.