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Sax Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Sax Wealth Advisors’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
2022
Q1 		– Sell
-1,393
Closed -$202K – 185
2021
Q4 		$202K Buy
+1,393
New +$204K 0.04% 176
2021
Q3 		– Sell
-1,393
Closed -$203K – 174
2021
Q2 		$203K Buy
+1,393
New +$201K 0.07% 155

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Sax Wealth Advisors's VTWV Position: Q1 2022 in Review

Sax Wealth Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q1 2022, closing a stake of 1,393 shares — an estimated $202K sold.

Sax Wealth Advisors first reported a position in VTWV in Q2 2021 and held it in 2 quarters. The position peaked at $203K in Q2 2021. 128 funds tracked by Wall St. Rank hold VTWV as of Q1 2022.

  • Sax Wealth Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Sax Wealth Advisors sold 1,393 Vanguard Russell 2000 Value ETF shares in Q1 2022, an estimated $202K.
  • Sax Wealth Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q2 2021 and held it in 2 quarters.
  • Sax Wealth Advisors's Vanguard Russell 2000 Value ETF position peaked at $203K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2022.

Based on Sax Wealth Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.