PCP
VTWO icon

Proficio Capital Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Proficio Capital Partners’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
2017
Q1 		– Sell
-400
Closed -$22K – 1369
2016
Q4 		$22K Buy
+400
New +$20.5K 0.01% 424

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Proficio Capital Partners's VTWO Position: Q1 2017 in Review

Proficio Capital Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2017, closing a stake of 400 shares — an estimated $22K sold.

Proficio Capital Partners first reported a position in VTWO in Q4 2016 and held it in 1 quarter. The position peaked at $22K in Q4 2016. 102 funds tracked by Wall St. Rank hold VTWO as of Q1 2017.

  • Proficio Capital Partners reported no remaining Vanguard Russell 2000 ETF position as of Q1 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 400 Vanguard Russell 2000 ETF shares in Q1 2017, an estimated $22K.
  • Proficio Capital Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2016 and held it in 1 quarter.
  • Proficio Capital Partners's Vanguard Russell 2000 ETF position peaked at $22K in Q4 2016.
  • 102 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2017.

Based on Proficio Capital Partners's 13F filing for Q1 2017, filed 25 May 2017.