Taylor Hoffman Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-132	Closed	-$8K	–	358
2020 Q2	$8K	Buy	+132	New	+$6.98K	0.01%	301
2020 Q1	–	Sell	-132	Closed	-$9K	–	378
2019 Q4	$9K	Hold	132	–	–	0.01%	322
2019 Q3	$8K	Hold	132	–	–	0.01%	326
2019 Q2	$8K	Hold	132	–	–	0.01%	310
2019 Q1	$8K	Hold	132	–	–	0.01%	306
2018 Q4	$7K	Hold	132	–	–	0.01%	307
2018 Q3	$9K	Hold	132	–	–	0.01%	296
2018 Q2	$9K	Hold	132	–	–	0.01%	273
2018 Q1	$8K	Hold	132	–	–	0.01%	294
2017 Q4	$8K	Buy	+132	New	+$7.96K	0.01%	307

Other funds holding VTWO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's VTWO Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2020, closing a stake of 132 shares — an estimated $8K sold.

Taylor Hoffman Wealth Management first reported a position in VTWO in Q4 2017 and held it in 10 quarters. The position peaked at $9K in Q4 2019. 216 funds tracked by Wall St. Rank hold VTWO as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 132 Vanguard Russell 2000 ETF shares in Q3 2020, an estimated $8K.
Taylor Hoffman Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Vanguard Russell 2000 ETF position peaked at $9K in Q4 2019.
216 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.