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Sandy Cove Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sandy Cove 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
2024
Q1 		– Sell
-6,718
Closed -$545K – 133
2023
Q4 		$545K Buy
6,718
+33
+0.5% +$2.39K 0.28% 56
2023
Q3 		$478K Buy
6,685
+30
+0.5% +$2.28K 0.28% 60
2023
Q2 		$503K Buy
+6,655
New +$480K 0.29% 61

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sandy Cove Advisors's VTWO Position: Q1 2024 in Review

Sandy Cove Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2024, closing a stake of 6,718 shares — an estimated $545K sold.

Sandy Cove Advisors first reported a position in VTWO in Q2 2023 and held it in 3 quarters. The position peaked at $545K in Q4 2023. 477 funds tracked by Wall St. Rank hold VTWO as of Q1 2024.

  • Sandy Cove Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Sandy Cove Advisors sold 6,718 Vanguard Russell 2000 ETF shares in Q1 2024, an estimated $545K.
  • Sandy Cove Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2023 and held it in 3 quarters.
  • Sandy Cove Advisors's Vanguard Russell 2000 ETF position peaked at $545K in Q4 2023.
  • 477 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2024.

Based on Sandy Cove Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.