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News  ›  The Motley Fool

This Wealth Firm Just Sold $8 Million in Small-Cap Stocks — Here’s Why

The Motley Fool Logo The Motley Fool By Jonathan Ponciano
This Wealth Firm Just Sold $8 Million in Small-Cap Stocks — Here’s Why

LJI Wealth Management sold 34,737 shares of Vanguard Russell 2000 Growth ETF for $7.7 million in Q3, reducing exposure to small-cap growth stocks and shifting towards broader market ETFs.

Insights
VTWG   neutral

ETF experienced a modest 16% price increase over the past year, slightly underperforming the S&P 500's 18.5% return