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

SeaCrest Wealth Management’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
2018 Q4	–	Sell	-304	Closed	-$21K	–	2305
2018 Q3	$21K	Hold	304	–	–	﹤0.01%	1361
2018 Q2	$20K	Buy	304 +300	+7,500%	+$19.3K	﹤0.01%	1368
2018 Q1	$0	Hold	4	–	–	﹤0.01%	2295
2017 Q4	$0	Buy	+4	New	+$241	﹤0.01%	2254

Other funds holding VTWO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SeaCrest Wealth Management's VTWO Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2018, closing a stake of 304 shares — an estimated $21K sold.

SeaCrest Wealth Management first reported a position in VTWO in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q3 2018. 167 funds tracked by Wall St. Rank hold VTWO as of Q4 2018.

SeaCrest Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
SeaCrest Wealth Management sold 304 Vanguard Russell 2000 ETF shares in Q4 2018, an estimated $21K.
SeaCrest Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2017 and held it in 4 quarters.
SeaCrest Wealth Management's Vanguard Russell 2000 ETF position peaked at $21K in Q3 2018.
167 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.