SeaCrest Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

SeaCrest Wealth Management’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-120	Closed	-$18K	–	1517
2022 Q2	$18K	Buy	+120	New	+$19.5K	﹤0.01%	1527
2019 Q2	–	Sell	-120	Closed	-$17K	–	1819
2019 Q1	$17K	Hold	120	–	–	﹤0.01%	1358
2018 Q4	$15K	Hold	120	–	–	﹤0.01%	1364
2018 Q3	$19K	Hold	120	–	–	﹤0.01%	1400
2018 Q2	$18K	Hold	120	–	–	﹤0.01%	1409
2018 Q1	$17K	Hold	120	–	–	﹤0.01%	1393
2017 Q4	$16K	Buy	+120	New	+$15.9K	﹤0.01%	1420

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SeaCrest Wealth Management's VTWG Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2022, closing a stake of 120 shares — an estimated $18K sold.

SeaCrest Wealth Management first reported a position in VTWG in Q4 2017 and held it in 7 quarters. The position peaked at $19K in Q3 2018. 114 funds tracked by Wall St. Rank hold VTWG as of Q3 2022.

SeaCrest Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 120 Vanguard Russell 2000 Growth ETF shares in Q3 2022, an estimated $18K.
SeaCrest Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $19K in Q3 2018.
114 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.