VPWA
VTWV icon

Vestia Personal Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Vestia Personal Wealth Advisors’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,563
Closed -$344K – 83
2024
Q2 		$344K Buy
+2,563
New +$345K 0.37% 43

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return

Vestia Personal Wealth Advisors's VTWV Position: Q3 2024 in Review

Vestia Personal Wealth Advisors sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q3 2024, closing a stake of 2,563 shares — an estimated $344K sold.

Vestia Personal Wealth Advisors first reported a position in VTWV in Q2 2024 and held it in 1 quarter. The position peaked at $344K in Q2 2024. 147 funds tracked by Wall St. Rank hold VTWV as of Q3 2024.

  • Vestia Personal Wealth Advisors reported no remaining Vanguard Russell 2000 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Vestia Personal Wealth Advisors sold 2,563 Vanguard Russell 2000 Value ETF shares in Q3 2024, an estimated $344K.
  • Vestia Personal Wealth Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q2 2024 and held it in 1 quarter.
  • Vestia Personal Wealth Advisors's Vanguard Russell 2000 Value ETF position peaked at $344K in Q2 2024.
  • 147 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2024.

Based on Vestia Personal Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.