Ropes Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Ropes Wealth 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
2020 Q1	–	Sell	-1,500	Closed	-$100K	–	570
2019 Q4	$100K	Hold	1,500	–	–	0.02%	273
2019 Q3	$91K	Hold	1,500	–	–	0.02%	285
2019 Q2	$94K	Hold	1,500	–	–	0.02%	282
2019 Q1	$92K	Hold	1,500	–	–	0.02%	274
2018 Q4	$81K	Hold	1,500	–	–	0.02%	273
2018 Q3	$101K	Hold	1,500	–	–	0.03%	278
2018 Q2	$98K	Buy	+1,500	New	+$96.4K	0.03%	289

Other funds holding VTWO

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JMPWA

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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ropes Wealth Advisors's VTWO Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2020, closing a stake of 1,500 shares — an estimated $100K sold.

Ropes Wealth Advisors first reported a position in VTWO in Q2 2018 and held it in 7 quarters. The position peaked at $101K in Q3 2018. 174 funds tracked by Wall St. Rank hold VTWO as of Q1 2020.

Ropes Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 1,500 Vanguard Russell 2000 ETF shares in Q1 2020, an estimated $100K.
Ropes Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2018 and held it in 7 quarters.
Ropes Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $101K in Q3 2018.
174 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.