POM Investment Strategies’s Vanguard Russell 2000 ETF VTWO Stock Holding History

POM Investment Strategies’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
2025 Q1	–	Sell	-165	Closed	-$14.7K	–	372
2024 Q4	$14.7K	Buy	165 +64	+63%	+$5.91K	0.01%	133
2024 Q3	$9K	Buy	101 +1	+1%	+$87	0.01%	139
2024 Q2	$8.2K	Hold	100	–	–	0.01%	195
2024 Q1	$8.51K	Buy	+100	New	+$8.06K	0.01%	121

Other funds holding VTWO

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

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

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

SRA

Summit Rock Advisors New York $76.1M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

POM Investment Strategies's VTWO Position: Q1 2025 in Review

POM Investment Strategies sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 165 shares — an estimated $14.7K sold.

POM Investment Strategies first reported a position in VTWO in Q1 2024 and held it in 4 quarters. The position peaked at $14.7K in Q4 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

POM Investment Strategies reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
POM Investment Strategies sold 165 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $14.7K.
POM Investment Strategies first reported a position in Vanguard Russell 2000 ETF in Q1 2024 and held it in 4 quarters.
POM Investment Strategies's Vanguard Russell 2000 ETF position peaked at $14.7K in Q4 2024.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.