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Sageworth Trust’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-4,218
Closed -$194K – 346
2020
Q1 		$194K Buy
+4,218
New +$253K 0.02% 47

Other funds holding VTWO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sageworth Trust's VTWO Position: Q2 2020 in Review

Sageworth Trust sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2020, closing a stake of 4,218 shares — an estimated $194K sold.

Sageworth Trust first reported a position in VTWO in Q1 2020 and held it in 1 quarter. The position peaked at $194K in Q1 2020. 205 funds tracked by Wall St. Rank hold VTWO as of Q2 2020.

  • Sageworth Trust reported no remaining Vanguard Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
  • Sageworth Trust sold 4,218 Vanguard Russell 2000 ETF shares in Q2 2020, an estimated $194K.
  • Sageworth Trust first reported a position in Vanguard Russell 2000 ETF in Q1 2020 and held it in 1 quarter.
  • Sageworth Trust's Vanguard Russell 2000 ETF position peaked at $194K in Q1 2020.
  • 205 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2020.

Based on Sageworth Trust's 13F filing for Q2 2020, filed 12 Aug 2020.