Tennessee Valley Asset Management Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Tennessee Valley Asset Management Partners’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
2024 Q4	–	Sell	-1,027	Closed	-$214K	–	167
2024 Q3	$214K	Sell	1,027 -2,247	-69%	-$448K	0.04%	149
2024 Q2	$625K	Buy	+3,274	New	+$619K	0.12%	79
2024 Q1	–	Sell	-33	Closed	-$6.14K	–	764
2023 Q4	$6.14K	Buy	+33	New	+$5.41K	﹤0.01%	531

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WHG

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AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

SAM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Tennessee Valley Asset Management Partners's VTWG Position: Q4 2024 in Review

Tennessee Valley Asset Management Partners sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2024, closing a stake of 1,027 shares — an estimated $214K sold.

Tennessee Valley Asset Management Partners first reported a position in VTWG in Q4 2023 and held it in 3 quarters. The position peaked at $625K in Q2 2024. 164 funds tracked by Wall St. Rank hold VTWG as of Q4 2024.

Tennessee Valley Asset Management Partners reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 1,027 Vanguard Russell 2000 Growth ETF shares in Q4 2024, an estimated $214K.
Tennessee Valley Asset Management Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2023 and held it in 3 quarters.
Tennessee Valley Asset Management Partners's Vanguard Russell 2000 Growth ETF position peaked at $625K in Q2 2024.
164 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q4 2024, filed 22 Jan 2025.