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

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-1	Closed	–	–	130
2022 Q3	$0	Buy	+1	New	+$215	﹤0.01%	151
2022 Q1	–	Sell	-506	Closed	-$143K	–	228
2021 Q4	$143K	Hold	506	–	–	0.02%	36
2021 Q3	$142K	Hold	506	–	–	0.03%	36
2021 Q2	$147K	Hold	506	–	–	0.03%	38
2021 Q1	$141K	Hold	506	–	–	0.03%	42
2020 Q4	$135K	Buy	+506	New	+$122K	0.02%	43
2016 Q2	–	Sell	-1,680	Closed	-$200K	–	458
2016 Q1	$200K	Sell	1,680 -3,040	-64%	-$338K	0.14%	88
2015 Q4	$574K	Buy	+4,720	New	+$582K	0.65%	45
2013 Q3	$956K	Buy	8,350 +6,955	+499%	+$768K	2.61%	7
2013 Q2	$144K	Buy	+1,395	New	+$141K	0.57%	55

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Advocacy Wealth Management Services's VBK Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2022, closing a stake of 1 share.

Advocacy Wealth Management Services first reported a position in VBK in Q2 2013 and held it in 10 quarters. The position peaked at $956K in Q3 2013. 852 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 1 Vanguard Small-Cap Growth ETF share in Q4 2022.
Advocacy Wealth Management Services first reported a position in Vanguard Small-Cap Growth ETF in Q2 2013 and held it in 10 quarters.
Advocacy Wealth Management Services's Vanguard Small-Cap Growth ETF position peaked at $956K in Q3 2013.
852 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.