U.S. Capital Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-17	Closed	-$1.2K	–	1525
2022 Q4	$1.2K	Buy	+17	New	+$1.22K	﹤0.01%	1524

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

FCBT

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

U.S. Capital Wealth Advisors's VTWO Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2023, closing a stake of 17 shares — an estimated $1.2K sold.

U.S. Capital Wealth Advisors first reported a position in VTWO in Q4 2022 and held it in 1 quarter. The position peaked at $1.2K in Q4 2022. 408 funds tracked by Wall St. Rank hold VTWO as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 17 Vanguard Russell 2000 ETF shares in Q1 2023, an estimated $1.2K.
U.S. Capital Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $1.2K in Q4 2022.
408 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.