TFO Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

TFO Wealth Partners’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
2021 Q3	–	Sell	-133	Closed	-$12K	–	186
2021 Q2	$12K	Buy	133 +9	+7%	+$817	﹤0.01%	62
2021 Q1	$11K	Hold	124	–	–	﹤0.01%	126
2020 Q4	$10K	Buy	124 +2	+2%	+$141	﹤0.01%	70
2020 Q3	$7K	Hold	122	–	–	﹤0.01%	89
2020 Q2	$7K	Sell	122 -6	-5%	-$317	﹤0.01%	107
2020 Q1	$5K	Buy	+128	New	+$7.67K	﹤0.01%	105

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

JMPWA

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

APW

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

TFO Wealth Partners's VTWO Position: Q3 2021 in Review

TFO Wealth Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2021, closing a stake of 133 shares — an estimated $12K sold.

TFO Wealth Partners first reported a position in VTWO in Q1 2020 and held it in 6 quarters. The position peaked at $12K in Q2 2021. 337 funds tracked by Wall St. Rank hold VTWO as of Q3 2021.

TFO Wealth Partners reported no remaining Vanguard Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
TFO Wealth Partners sold 133 Vanguard Russell 2000 ETF shares in Q3 2021, an estimated $12K.
TFO Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q1 2020 and held it in 6 quarters.
TFO Wealth Partners's Vanguard Russell 2000 ETF position peaked at $12K in Q2 2021.
337 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2021.

Based on TFO Wealth Partners's 13F filing for Q3 2021, filed 10 Nov 2021.