Wealthspire Advisors (Maryland)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-850	Closed	-$52K	–	2012
2019 Q1	$52K	Sell	850 -1,584	-65%	-$95.6K	﹤0.01%	884
2018 Q4	$131K	Hold	2,434	–	–	0.01%	521
2018 Q3	$165K	Hold	2,434	–	–	0.01%	509
2018 Q2	$160K	Buy	2,434 +198	+9%	+$12.7K	0.01%	527
2018 Q1	$136K	Hold	2,236	–	–	0.01%	590
2017 Q4	$137K	Hold	2,236	–	–	0.01%	603
2017 Q3	$133K	Buy	2,236 +1,496	+202%	+$84.5K	0.01%	606
2017 Q2	$42K	Buy	740 +64	+9%	+$3.55K	0.01%	1012
2017 Q1	$37K	Buy	+676	New	+$37K	0.01%	891

Other funds holding VTWO

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VTWO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2019, closing a stake of 850 shares — an estimated $52K sold.

Wealthspire Advisors (Maryland) first reported a position in VTWO in Q1 2017 and held it in 9 quarters. The position peaked at $165K in Q3 2018. 162 funds tracked by Wall St. Rank hold VTWO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Russell 2000 ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 850 Vanguard Russell 2000 ETF shares in Q2 2019, an estimated $52K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Russell 2000 ETF in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Russell 2000 ETF position peaked at $165K in Q3 2018.
162 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.