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TrueWealth LLC’s Vanguard Russell 2000 ETF VTWO Stock Holding History

TrueWealth LLC’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
Q2 		– Sell
-1,146
Closed -$53K – 774
2020
Q1 		$53K Hold
1,146
– – 0.03% 245
2019
Q4 		$76K Hold
1,146
– – 0.03% 229
2019
Q3 		$70K Hold
1,146
– – 0.03% 230
2019
Q2 		$72K Sell
1,146
-62
-5% -$3.84K 0.03% 229
2019
Q1 		$74K Hold
1,208
– – 0.03% 226
2018
Q4 		$65K Sell
1,208
-160
-12% -$9.59K 0.03% 221
2018
Q3 		$93K Hold
1,368
– – 0.04% 203
2018
Q2 		$90K Hold
1,368
– – 0.04% 208
2018
Q1 		$83K Sell
1,368
-2,062
-60% -$128K 0.04% 215
2017
Q4 		$210K Buy
+3,430
New +$207K 0.1% 128

Other funds holding VTWO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrueWealth LLC's VTWO Position: Q2 2020 in Review

TrueWealth LLC sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2020, closing a stake of 1,146 shares — an estimated $53K sold.

TrueWealth LLC first reported a position in VTWO in Q4 2017 and held it in 10 quarters. The position peaked at $210K in Q4 2017. 205 funds tracked by Wall St. Rank hold VTWO as of Q2 2020.

  • TrueWealth LLC reported no remaining Vanguard Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
  • TrueWealth LLC sold 1,146 Vanguard Russell 2000 ETF shares in Q2 2020, an estimated $53K.
  • TrueWealth LLC first reported a position in Vanguard Russell 2000 ETF in Q4 2017 and held it in 10 quarters.
  • TrueWealth LLC's Vanguard Russell 2000 ETF position peaked at $210K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.