PO
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Private Ocean’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Private Ocean’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
2020
Q1 		– Sell
-38
Closed -$5K – 603
2019
Q4 		$5K Hold
38
– – ﹤0.01% 419
2019
Q3 		$4K Hold
38
– – ﹤0.01% 496
2019
Q2 		$4K Hold
38
– – ﹤0.01% 398
2019
Q1 		$4K Hold
38
– – ﹤0.01% 365
2018
Q4 		$4K Hold
38
– – ﹤0.01% 313
2018
Q3 		$4K Hold
38
– – ﹤0.01% 307
2018
Q2 		$4K Hold
38
– – ﹤0.01% 330
2018
Q1 		$4K Buy
+38
New +$4.13K ﹤0.01% 353

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return