WKWM
VTWO icon

Walter & Keenan Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Walter & Keenan 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
2020
Q2 		– Sell
-11,850
Closed -$509K – 191
2020
Q1 		$509K Buy
+11,850
New +$710K 0.2% 61

Other funds holding VTWO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walter & Keenan Wealth Management's VTWO Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2020, closing a stake of 11,850 shares — an estimated $509K sold.

Walter & Keenan Wealth Management first reported a position in VTWO in Q1 2020 and held it in 1 quarter. The position peaked at $509K in Q1 2020. 205 funds tracked by Wall St. Rank hold VTWO as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 11,850 Vanguard Russell 2000 ETF shares in Q2 2020, an estimated $509K.
  • Walter & Keenan Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Vanguard Russell 2000 ETF position peaked at $509K in Q1 2020.
  • 205 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.