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

Selective Wealth Management’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
Q4 		– Sell
-911
Closed -$103K – 719
2022
Q3 		$103K Hold
911
– – 0.04% 204
2022
Q2 		$109K Buy
911
+323
+55% +$42.1K 0.04% 208
2022
Q1 		$83K Buy
+588
New +$82.1K 0.03% 230

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Selective Wealth Management sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2022, closing a stake of 911 shares — an estimated $103K sold.

Selective Wealth Management first reported a position in VTWV in Q1 2022 and held it in 3 quarters. The position peaked at $109K in Q2 2022. 144 funds tracked by Wall St. Rank hold VTWV as of Q4 2022.

  • Selective Wealth Management reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 911 Vanguard Russell 2000 Value ETF shares in Q4 2022, an estimated $103K.
  • Selective Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Vanguard Russell 2000 Value ETF position peaked at $109K in Q2 2022.
  • 144 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2022.

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