Powell Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Powell Investment Advisors’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
2022 Q4	–	Sell	-2,465	Closed	-$165K	–	139
2022 Q3	$165K	Sell	2,465 -1,313	-35%	-$96.7K	0.11%	104
2022 Q2	$259K	Hold	3,778	–	–	0.16%	88
2022 Q1	$313K	Buy	3,778 +5	+0.1%	+$411	0.18%	73
2021 Q4	$339K	Sell	3,773 -14	-0.4%	-$1.28K	0.19%	70
2021 Q3	$336K	Buy	3,787 +7	+0.2%	+$627	0.21%	69
2021 Q2	$351K	Buy	3,780 +4	+0.1%	+$363	0.22%	66
2021 Q1	$337K	Buy	+3,776	New	+$333K	0.22%	63

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

JMPWA

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

Powell Investment Advisors's VTWO Position: Q4 2022 in Review

Powell Investment Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2022, closing a stake of 2,465 shares — an estimated $165K sold.

Powell Investment Advisors first reported a position in VTWO in Q1 2021 and held it in 7 quarters. The position peaked at $351K in Q2 2021. 415 funds tracked by Wall St. Rank hold VTWO as of Q4 2022.

Powell Investment Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Powell Investment Advisors sold 2,465 Vanguard Russell 2000 ETF shares in Q4 2022, an estimated $165K.
Powell Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 7 quarters.
Powell Investment Advisors's Vanguard Russell 2000 ETF position peaked at $351K in Q2 2021.
415 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2022.

Based on Powell Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.