Mid Atlantic Financial Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Mid Atlantic Financial 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 Q3	$272K	Sell	3,079 -80	-3%	-$7.16K	0.02%	701
2021 Q2	$292K	Sell	3,159 -1,765	-36%	-$160K	0.02%	677
2021 Q1	$439K	Buy	4,924 +80	+2%	+$7.05K	0.03%	479
2020 Q4	$383K	Hold	4,844	–	–	0.03%	484
2020 Q3	$332K	Buy	4,844 +730	+18%	+$44.3K	0.03%	475
2020 Q2	$237K	Sell	4,114 -1,056	-20%	-$55.8K	0.02%	565
2020 Q1	$238K	Hold	5,170	–	–	0.03%	514
2019 Q4	$344K	Sell	5,170 -622	-11%	-$39.5K	0.03%	489
2019 Q3	$352K	Hold	5,792	–	–	0.04%	461
2019 Q2	$362K	Sell	5,792 -1,336	-19%	-$82.8K	0.04%	467
2019 Q1	$438K	Sell	7,128 -416	-6%	-$25.1K	0.05%	399
2018 Q4	$405K	Buy	+7,544	New	+$452K	0.05%	391

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIFH

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JMPWA

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

FCBT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Mid Atlantic Financial Management's VTWO Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard Russell 2000 ETF (VTWO) stake by 2.5% in Q3 2021, selling an estimated $7.16K and leaving 3,079 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #701.

Mid Atlantic Financial Management first reported a position in VTWO in Q4 2018 and has held it in 12 quarters since. The position peaked at $439K in Q1 2021. 337 funds tracked by Wall St. Rank hold VTWO as of Q3 2021.

Mid Atlantic Financial Management held 3,079 shares of Vanguard Russell 2000 ETF worth $272K as of Q3 2021.
Mid Atlantic Financial Management sold 80 Vanguard Russell 2000 ETF shares in Q3 2021, an estimated $7.16K.
Vanguard Russell 2000 ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #701 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Vanguard Russell 2000 ETF position peaked at $439K in Q1 2021.
337 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.