NewSquare Capital’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

NewSquare Capital’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-56	Closed	-$10K	–	424
2022 Q1	$10K	Hold	56	–	–	﹤0.01%	259
2021 Q4	$12K	Hold	56	–	–	﹤0.01%	276
2021 Q3	$12K	Sell	56 -13	-19%	-$2.84K	﹤0.01%	262
2021 Q2	$16K	Buy	+69	New	+$15.1K	﹤0.01%	240

Other funds holding VTWG

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewSquare Capital's VTWG Position: Q2 2022 in Review

NewSquare Capital sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2022, closing a stake of 56 shares — an estimated $10K sold.

NewSquare Capital first reported a position in VTWG in Q2 2021 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 108 funds tracked by Wall St. Rank hold VTWG as of Q2 2022.

NewSquare Capital reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
NewSquare Capital sold 56 Vanguard Russell 2000 Growth ETF shares in Q2 2022, an estimated $10K.
NewSquare Capital first reported a position in Vanguard Russell 2000 Growth ETF in Q2 2021 and held it in 4 quarters.
NewSquare Capital's Vanguard Russell 2000 Growth ETF position peaked at $16K in Q2 2021.
108 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2022.

Based on NewSquare Capital's 13F filing for Q2 2022, filed 26 Jul 2022.