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SSB
Sandy Spring Bank’s
Vanguard Russell 2000 Value ETF
VTWV
Stock Holding History
Sandy Spring Bank’s Portfolio
VTWV Stock Details
VTWV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-78
Closed
-$11K
–
1342
2024
Q1
$11K
Hold
78
–
–
﹤0.01%
839
2023
Q4
$10.7K
Hold
78
–
–
﹤0.01%
807
2023
Q3
$9.27K
Buy
78
+1
+1%
+$126
﹤0.01%
830
2023
Q2
$9.54K
Hold
77
–
–
﹤0.01%
851
2023
Q1
$9.26K
Hold
77
–
–
﹤0.01%
838
2022
Q4
$9.32K
Buy
77
+2
+3%
+$248
﹤0.01%
834
2022
Q3
$9K
Hold
75
–
–
﹤0.01%
836
2022
Q2
$9K
Hold
75
–
–
﹤0.01%
862
2022
Q1
$11K
Buy
+75
New
+$10.5K
﹤0.01%
843
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$1.37T AUM
24.88%
1-Year Est. Return
Pathstone Holdings
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$25.1B AUM
22.95%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
BFA
Bragg Financial Advisors
Charlotte, North Carolina
$3.16B AUM
26%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
VCM
Virtue Capital Management
Brentwood, Tennessee
$657M AUM
24.18%
1-Year Est. Return
CWM
Congress Wealth Management
Boston, Massachusetts
$10.3B AUM
16.85%
1-Year Est. Return
WFA
WestHill Financial Advisors
San Rafael, California
$523M AUM
15.95%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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