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Tempus Wealth Planning’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Tempus Wealth Planning’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
2022
Q4 		– Sell
-1,839
Closed -$208K – 202
2022
Q3 		$208K Buy
+1,839
New +$233K 0.14% 167

Other funds holding VTWV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Tempus Wealth Planning's VTWV Position: Q4 2022 in Review

Tempus Wealth Planning sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q4 2022, closing a stake of 1,839 shares — an estimated $208K sold.

Tempus Wealth Planning first reported a position in VTWV in Q3 2022 and held it in 1 quarter. The position peaked at $208K in Q3 2022. 144 funds tracked by Wall St. Rank hold VTWV as of Q4 2022.

  • Tempus Wealth Planning reported no remaining Vanguard Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Tempus Wealth Planning sold 1,839 Vanguard Russell 2000 Value ETF shares in Q4 2022, an estimated $208K.
  • Tempus Wealth Planning first reported a position in Vanguard Russell 2000 Value ETF in Q3 2022 and held it in 1 quarter.
  • Tempus Wealth Planning's Vanguard Russell 2000 Value ETF position peaked at $208K in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2022.

Based on Tempus Wealth Planning's 13F filing for Q4 2022, filed 10 Feb 2023.