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

Selective 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
2022 Q4	–	Sell	-163	Closed	-$11K	–	718
2022 Q3	$11K	Hold	163	–	–	﹤0.01%	513
2022 Q2	$11K	Sell	163 -138	-46%	-$10.3K	﹤0.01%	553
2022 Q1	$25K	Hold	301	–	–	0.01%	416
2021 Q4	$27K	Sell	301 -44	-13%	-$4.02K	0.01%	373
2021 Q3	$31K	Buy	345 +100	+41%	+$8.95K	0.02%	322
2021 Q2	$23K	Buy	+245	New	+$22.2K	0.02%	268

Other funds holding VTWO

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Selective Wealth Management's VTWO Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2022, closing a stake of 163 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in VTWO in Q2 2021 and held it in 6 quarters. The position peaked at $31K in Q3 2021. 415 funds tracked by Wall St. Rank hold VTWO as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 163 Vanguard Russell 2000 ETF shares in Q4 2022, an estimated $11K.
Selective Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Vanguard Russell 2000 ETF position peaked at $31K in Q3 2021.
415 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.