Soundmark Wealth Management’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Soundmark Wealth Management’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,742	Closed	-$411K	–	73
2021 Q3	$411K	Buy	+1,742	New	+$381K	0.15%	50
2021 Q1	–	Sell	-1,556	Closed	-$357K	–	71
2020 Q4	$357K	Buy	+1,556	New	+$289K	0.23%	42

Other funds holding VTWG

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CAM

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Soundmark Wealth Management's VTWG Position: Q4 2021 in Review

Soundmark Wealth Management sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2021, closing a stake of 1,742 shares — an estimated $411K sold.

Soundmark Wealth Management first reported a position in VTWG in Q4 2020 and held it in 2 quarters. The position peaked at $411K in Q3 2021. 110 funds tracked by Wall St. Rank hold VTWG as of Q4 2021.

Soundmark Wealth Management reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Soundmark Wealth Management sold 1,742 Vanguard Russell 2000 Growth ETF shares in Q4 2021, an estimated $411K.
Soundmark Wealth Management first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2020 and held it in 2 quarters.
Soundmark Wealth Management's Vanguard Russell 2000 Growth ETF position peaked at $411K in Q3 2021.
110 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.