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

Prestige Wealth Management Group’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
-1,146
Closed -$70K – 682
2019
Q3 		$70K Hold
1,146
– – 0.04% 180
2019
Q2 		$72K Buy
1,146
+4
+0.4% +$248 0.04% 173
2019
Q1 		$70K Buy
1,142
+2
+0.2% +$121 0.04% 170
2018
Q4 		$61K Buy
+1,140
New +$68.3K 0.04% 174

Other funds holding VTWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prestige Wealth Management Group's VTWO Position: Q4 2019 in Review

Prestige Wealth Management Group sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2019, closing a stake of 1,146 shares — an estimated $70K sold.

Prestige Wealth Management Group first reported a position in VTWO in Q4 2018 and held it in 4 quarters. The position peaked at $72K in Q2 2019. 176 funds tracked by Wall St. Rank hold VTWO as of Q4 2019.

  • Prestige Wealth Management Group reported no remaining Vanguard Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1,146 Vanguard Russell 2000 ETF shares in Q4 2019, an estimated $70K.
  • Prestige Wealth Management Group first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's Vanguard Russell 2000 ETF position peaked at $72K in Q2 2019.
  • 176 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2019.

Based on Prestige Wealth Management Group's 13F filing for Q4 2019, filed 28 Jan 2020.