TRUE Private Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-306	Closed	-$20K	–	844
2019 Q4	$20K	Buy	+306	New	+$19.4K	﹤0.01%	494
2019 Q3	–	Sell	-302	Closed	-$18K	–	702
2019 Q2	$18K	Buy	+302	New	+$18.7K	﹤0.01%	472
2018 Q4	–	Sell	-528	Closed	-$35.9K	–	894
2018 Q3	$35.9K	Buy	+528	New	+$35.8K	0.01%	514

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

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

JMPWA

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

APW

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRUE Private Wealth Advisors's VTWO Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2020, closing a stake of 306 shares — an estimated $20K sold.

TRUE Private Wealth Advisors first reported a position in VTWO in Q3 2018 and held it in 3 quarters. The position peaked at $35.9K in Q3 2018. 174 funds tracked by Wall St. Rank hold VTWO as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 306 Vanguard Russell 2000 ETF shares in Q1 2020, an estimated $20K.
TRUE Private Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $35.9K in Q3 2018.
174 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.