SWA
VTWV icon

Strategies Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Strategies Wealth Advisors’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
Q4 		– Sell
-1,505
Closed -$221K – 135
2024
Q3 		$221K Hold
1,505
– – 0.03% 87
2024
Q2 		$202K Hold
1,505
– – 0.03% 90
2024
Q1 		$210K Hold
1,505
– – 0.03% 93
2023
Q4 		$206K Buy
+1,505
New +$183K 0.04% 83
2023
Q2 		– Sell
-1,701
Closed -$205K – 87
2023
Q1 		$205K Sell
1,701
-20
-1% -$2.54K 0.05% 74
2022
Q4 		$210K Buy
+1,721
New +$213K 0.05% 73
2022
Q2 		– Sell
-1,664
Closed -$235K – 89
2022
Q1 		$235K Buy
1,664
+4
+0.2% +$558 0.06% 76
2021
Q4 		$241K Buy
+1,660
New +$243K 0.07% 74

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return