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Abich Financial Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Abich Financial Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$384 – 878
2024
Q1 		$384 Buy
+2
New +$361 ﹤0.01% 443

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AssetMark Inc
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abich Financial Wealth Management's VBR Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2024, closing a stake of 2 shares — an estimated $384 sold.

Abich Financial Wealth Management first reported a position in VBR in Q1 2024 and held it in 1 quarter. The position peaked at $384 in Q1 2024. 1,365 funds tracked by Wall St. Rank hold VBR as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 2 Vanguard Small-Cap Value ETF shares in Q2 2024, an estimated $384.
  • Abich Financial Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Vanguard Small-Cap Value ETF position peaked at $384 in Q1 2024.
  • 1,365 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.