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Petix & Botte Financial’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Petix & Botte Financial’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,164
Closed -$1M – 167
2024
Q1 		$1M Buy
+7,164
New +$954K 0.25% 67

Other funds holding VTWV

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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Petix & Botte Financial's VTWV Position: Q2 2024 in Review

Petix & Botte Financial sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2024, closing a stake of 7,164 shares — an estimated $1M sold.

Petix & Botte Financial first reported a position in VTWV in Q1 2024 and held it in 1 quarter. The position peaked at $1M in Q1 2024. 143 funds tracked by Wall St. Rank hold VTWV as of Q2 2024.

  • Petix & Botte Financial reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 7,164 Vanguard Russell 2000 Value ETF shares in Q2 2024, an estimated $1M.
  • Petix & Botte Financial first reported a position in Vanguard Russell 2000 Value ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's Vanguard Russell 2000 Value ETF position peaked at $1M in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.