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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
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AWM
Aevitas Wealth Management’s
Vanguard Small-Cap Value ETF
VBR
Stock Holding History
Aevitas Wealth Management’s Portfolio
VBR Stock Details
VBR Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$746K
Sell
2022
Q3
$701K
Sell
2022
Q2
$735K
Sell
2022
Q1
$917K
Buy
2019
Q2
–
Sell
2019
Q1
$48K
Hold
2018
Q4
$43K
Hold
2018
Q3
$53K
Buy
2018
Q2
$24K
Buy
2018
Q1
$10K
Hold
2017
Q4
$11K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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