AWM
VBK icon

Adams Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Adams Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-17
Closed -$4K – 327
2020
Q3 		$4K Buy
+17
New +$3.59K ﹤0.01% 248

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Adams Wealth Management's VBK Position: Q4 2020 in Review

Adams Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2020, closing a stake of 17 shares — an estimated $4K sold.

Adams Wealth Management first reported a position in VBK in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 723 funds tracked by Wall St. Rank hold VBK as of Q4 2020.

  • Adams Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 17 Vanguard Small-Cap Growth ETF shares in Q4 2020, an estimated $4K.
  • Adams Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $4K in Q3 2020.
  • 723 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.