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Resurgent Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Resurgent Financial 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
2023
Q1 		– Sell
-3,059
Closed -$215K – 636
2022
Q4 		$215K Buy
+3,059
New +$220K 0.11% 187

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Resurgent Financial Advisors's VTWO Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2023, closing a stake of 3,059 shares — an estimated $215K sold.

Resurgent Financial Advisors first reported a position in VTWO in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 409 funds tracked by Wall St. Rank hold VTWO as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,059 Vanguard Russell 2000 ETF shares in Q1 2023, an estimated $215K.
  • Resurgent Financial Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's Vanguard Russell 2000 ETF position peaked at $215K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.