Silicon Valley Capital Partners’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Silicon Valley Capital Partners’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
2024 Q1	–	Sell	-54	Closed	-$7.43K	–	364
2023 Q4	$7.43K	Hold	54	–	–	﹤0.01%	285
2023 Q3	$6.45K	Hold	54	–	–	﹤0.01%	231
2023 Q2	$6.63K	Buy	54 +1	+2%	+$119	﹤0.01%	235
2023 Q1	$6.43K	Hold	53	–	–	﹤0.01%	181
2022 Q4	$6.48K	Buy	+53	New	+$6.57K	﹤0.01%	153

Other funds holding VTWV

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

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

CAM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Silicon Valley Capital Partners's VTWV Position: Q1 2024 in Review

Silicon Valley Capital Partners sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q1 2024, closing a stake of 54 shares — an estimated $7.43K sold.

Silicon Valley Capital Partners first reported a position in VTWV in Q4 2022 and held it in 5 quarters. The position peaked at $7.43K in Q4 2023. 147 funds tracked by Wall St. Rank hold VTWV as of Q1 2024.

Silicon Valley Capital Partners reported no remaining Vanguard Russell 2000 Value ETF position as of Q1 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 54 Vanguard Russell 2000 Value ETF shares in Q1 2024, an estimated $7.43K.
Silicon Valley Capital Partners first reported a position in Vanguard Russell 2000 Value ETF in Q4 2022 and held it in 5 quarters.
Silicon Valley Capital Partners's Vanguard Russell 2000 Value ETF position peaked at $7.43K in Q4 2023.
147 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q1 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2024, filed 29 Apr 2024.