West Coast Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

West Coast Financial’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
2018 Q3	–	Sell	-4,000	Closed	-$262K	–	139
2018 Q2	$262K	Sell	4,000 -2,400	-38%	-$154K	0.07%	94
2018 Q1	$390K	Sell	6,400 -940	-13%	-$58.3K	0.11%	86
2017 Q4	$449K	Sell	7,340 -2,058	-22%	-$124K	0.13%	82
2017 Q3	$559K	Buy	9,398 +88	+0.9%	+$4.97K	0.15%	92
2017 Q2	$525K	Sell	9,310 -892	-9%	-$49.5K	0.17%	78
2017 Q1	$563K	Sell	10,202 -1,574	-13%	-$86.2K	0.18%	81
2016 Q4	$636K	Sell	11,776 -90	-0.8%	-$4.61K	0.2%	82
2016 Q3	$591K	Buy	+11,866	New	+$579K	0.19%	86

Other funds holding VTWO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JMPWA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

West Coast Financial's VTWO Position: Q3 2018 in Review

West Coast Financial sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2018, closing a stake of 4,000 shares — an estimated $262K sold.

West Coast Financial first reported a position in VTWO in Q3 2016 and held it in 8 quarters. The position peaked at $636K in Q4 2016. 155 funds tracked by Wall St. Rank hold VTWO as of Q3 2018.

West Coast Financial reported no remaining Vanguard Russell 2000 ETF position as of Q3 2018 after selling out during the quarter.
West Coast Financial sold 4,000 Vanguard Russell 2000 ETF shares in Q3 2018, an estimated $262K.
West Coast Financial first reported a position in Vanguard Russell 2000 ETF in Q3 2016 and held it in 8 quarters.
West Coast Financial's Vanguard Russell 2000 ETF position peaked at $636K in Q4 2016.
155 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2018.

Based on West Coast Financial's 13F filing for Q3 2018, filed 19 Oct 2018.