Tyler-Stone Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-15	Closed	-$1.23K	–	936
2024 Q2	$1.23K	Buy	+15	New	+$1.23K	﹤0.01%	892

Other funds holding VTWO

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SRA

Summit Rock Advisors New York $16M AUM

Tyler-Stone Wealth Management's VTWO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2024, closing a stake of 15 shares — an estimated $1.23K sold.

Tyler-Stone Wealth Management first reported a position in VTWO in Q2 2024 and held it in 1 quarter. The position peaked at $1.23K in Q2 2024. 536 funds tracked by Wall St. Rank hold VTWO as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 15 Vanguard Russell 2000 ETF shares in Q3 2024, an estimated $1.23K.
Tyler-Stone Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and held it in 1 quarter.
Tyler-Stone Wealth Management's Vanguard Russell 2000 ETF position peaked at $1.23K in Q2 2024.
536 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.