Partnervest Advisory Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Partnervest Advisory Services’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
2019 Q4	–	Sell	-3,538	Closed	-$215K	–	279
2019 Q3	$215K	Buy	3,538 +42	+1%	+$2.58K	0.08%	211
2019 Q2	$218K	Sell	3,496 -456	-12%	-$28.3K	0.09%	192
2019 Q1	$243K	Buy	+3,952	New	+$238K	0.1%	183

Other funds holding VTWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

JMPWA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Partnervest Advisory Services's VTWO Position: Q4 2019 in Review

Partnervest Advisory Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2019, closing a stake of 3,538 shares — an estimated $215K sold.

Partnervest Advisory Services first reported a position in VTWO in Q1 2019 and held it in 3 quarters. The position peaked at $243K in Q1 2019. 176 funds tracked by Wall St. Rank hold VTWO as of Q4 2019.

Partnervest Advisory Services reported no remaining Vanguard Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
Partnervest Advisory Services sold 3,538 Vanguard Russell 2000 ETF shares in Q4 2019, an estimated $215K.
Partnervest Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q1 2019 and held it in 3 quarters.
Partnervest Advisory Services's Vanguard Russell 2000 ETF position peaked at $243K in Q1 2019.
176 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.