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WealthPLAN Partners’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

WealthPLAN Partners’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30
Closed -$5.29K – 1163
2023
Q2 		$5.29K Hold
30
– – ﹤0.01% 895
2023
Q1 		$4.95K Buy
+30
New +$4.99K ﹤0.01% 1005

Other funds holding VTWG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

WealthPLAN Partners's VTWG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q3 2023, closing a stake of 30 shares — an estimated $5.29K sold.

WealthPLAN Partners first reported a position in VTWG in Q1 2023 and held it in 2 quarters. The position peaked at $5.29K in Q2 2023. 131 funds tracked by Wall St. Rank hold VTWG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Vanguard Russell 2000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 30 Vanguard Russell 2000 Growth ETF shares in Q3 2023, an estimated $5.29K.
  • WealthPLAN Partners first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Vanguard Russell 2000 Growth ETF position peaked at $5.29K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.