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Midwest Professional Planners Ltd (MPPL)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2018
Q3 		– Sell
-74
Closed -$5K – 291
2018
Q2 		$5K Buy
74
+40
+118% +$2.57K ﹤0.01% 272
2018
Q1 		$2K Hold
34
– – ﹤0.01% 305
2017
Q4 		$2K Buy
+34
New +$2.05K ﹤0.01% 322

Other funds holding VTWO

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JMPWA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s VTWO Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2018, closing a stake of 74 shares — an estimated $5K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in VTWO in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 156 funds tracked by Wall St. Rank hold VTWO as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Vanguard Russell 2000 ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 74 Vanguard Russell 2000 ETF shares in Q3 2018, an estimated $5K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Vanguard Russell 2000 ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Vanguard Russell 2000 ETF position peaked at $5K in Q2 2018.
  • 156 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.