Websterrogers Financial Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Websterrogers Financial 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
2022 Q3	–	Sell	-6,608	Closed	-$452K	–	60
2022 Q2	$452K	Hold	6,608	–	–	0.22%	44
2022 Q1	$553K	Sell	6,608 -110,184	-94%	-$9.06M	0.28%	45
2021 Q4	$10.5M	Sell	116,792 -5,508	-5%	-$503K	2.37%	9
2021 Q3	$10.8M	Hold	122,300	–	–	2.51%	9
2021 Q2	$10.5M	Hold	122,300	–	–	2.5%	9
2021 Q1	$10.9M	Buy	122,300 +1,100	+0.9%	+$97K	2.95%	9
2020 Q4	$10.4M	Buy	+121,200	New	+$8.57M	3.04%	7

Other funds holding VTWO

Bank of America

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Envestnet Asset Management

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

Stifel Financial

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

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

Macquarie Group

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

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

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