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

Partnership 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
2024
Q4 		– Sell
-200
Closed -$17.9K – 183
2024
Q3 		$17.9K Buy
+200
New +$17.3K 0.01% 151

Other funds holding VTWO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

Partnership Wealth Management's VTWO Position: Q4 2024 in Review

Partnership Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2024, closing a stake of 200 shares — an estimated $17.9K sold.

Partnership Wealth Management first reported a position in VTWO in Q3 2024 and held it in 1 quarter. The position peaked at $17.9K in Q3 2024. 600 funds tracked by Wall St. Rank hold VTWO as of Q4 2024.

  • Partnership Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 200 Vanguard Russell 2000 ETF shares in Q4 2024, an estimated $17.9K.
  • Partnership Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and held it in 1 quarter.
  • Partnership Wealth Management's Vanguard Russell 2000 ETF position peaked at $17.9K in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.