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Sandbox Financial Partners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Sandbox Financial Partners’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
2021
Q2 		– Sell
-2,041
Closed -$289K – 113
2021
Q1 		$289K Buy
+2,041
New +$270K 0.24% 56

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BFA
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UBS Group
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RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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KAS
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Sandbox Financial Partners's VTWV Position: Q2 2021 in Review

Sandbox Financial Partners sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2021, closing a stake of 2,041 shares — an estimated $289K sold.

Sandbox Financial Partners first reported a position in VTWV in Q1 2021 and held it in 1 quarter. The position peaked at $289K in Q1 2021. 105 funds tracked by Wall St. Rank hold VTWV as of Q2 2021.

  • Sandbox Financial Partners reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Sandbox Financial Partners sold 2,041 Vanguard Russell 2000 Value ETF shares in Q2 2021, an estimated $289K.
  • Sandbox Financial Partners first reported a position in Vanguard Russell 2000 Value ETF in Q1 2021 and held it in 1 quarter.
  • Sandbox Financial Partners's Vanguard Russell 2000 Value ETF position peaked at $289K in Q1 2021.
  • 105 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2021.

Based on Sandbox Financial Partners's 13F filing for Q2 2021, filed 16 Aug 2021.