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Sonora Investment Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sonora Investment 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
2021
Q3 		– Sell
-1,350
Closed -$125K – 1122
2021
Q2 		$125K Hold
1,350
– – 0.02% 254
2021
Q1 		$120K Buy
+1,350
New +$119K 0.01% 374

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Sonora Investment Management's VTWO Position: Q3 2021 in Review

Sonora Investment Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2021, closing a stake of 1,350 shares — an estimated $125K sold.

Sonora Investment Management first reported a position in VTWO in Q1 2021 and held it in 2 quarters. The position peaked at $125K in Q2 2021. 337 funds tracked by Wall St. Rank hold VTWO as of Q3 2021.

  • Sonora Investment Management reported no remaining Vanguard Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
  • Sonora Investment Management sold 1,350 Vanguard Russell 2000 ETF shares in Q3 2021, an estimated $125K.
  • Sonora Investment Management first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 2 quarters.
  • Sonora Investment Management's Vanguard Russell 2000 ETF position peaked at $125K in Q2 2021.
  • 337 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.