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Asset Planning Corporation’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Asset Planning Corporation’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
2021
Q1 		– Sell
-504
Closed -$135K – 64
2020
Q4 		$135K Buy
+504
New +$122K 0.13% 33

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Bessemer Group
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Envestnet Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Asset Planning Corporation's VBK Position: Q1 2021 in Review

Asset Planning Corporation sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2021, closing a stake of 504 shares — an estimated $135K sold.

Asset Planning Corporation first reported a position in VBK in Q4 2020 and held it in 1 quarter. The position peaked at $135K in Q4 2020. 754 funds tracked by Wall St. Rank hold VBK as of Q1 2021.

  • Asset Planning Corporation reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 504 Vanguard Small-Cap Growth ETF shares in Q1 2021, an estimated $135K.
  • Asset Planning Corporation first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Vanguard Small-Cap Growth ETF position peaked at $135K in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.