Whitener Capital Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Whitener Capital 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
2019 Q4	–	Sell	-400	Closed	-$24K	–	427
2019 Q3	$24K	Hold	400	–	–	0.01%	286
2019 Q2	$24K	Hold	400	–	–	0.01%	278
2019 Q1	$24K	Hold	400	–	–	0.02%	270
2018 Q4	$21K	Hold	400	–	–	0.02%	257
2018 Q3	$27K	Buy	+400	New	+$27.1K	0.02%	255
2018 Q2	–	Sell	-400	Closed	-$24K	–	399
2018 Q1	$24K	Hold	400	–	–	0.02%	259
2017 Q4	$24K	Buy	+400	New	+$24.1K	0.02%	238

Other funds holding VTWO

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

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

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

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

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 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 $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Whitener Capital Management's VTWO Position: Q4 2019 in Review

Whitener Capital Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2019, closing a stake of 400 shares — an estimated $24K sold.

Whitener Capital Management first reported a position in VTWO in Q4 2017 and held it in 7 quarters. The position peaked at $27K in Q3 2018. 176 funds tracked by Wall St. Rank hold VTWO as of Q4 2019.

Whitener Capital Management reported no remaining Vanguard Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 400 Vanguard Russell 2000 ETF shares in Q4 2019, an estimated $24K.
Whitener Capital Management first reported a position in Vanguard Russell 2000 ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Vanguard Russell 2000 ETF position peaked at $27K in Q3 2018.
176 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.