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

Atticus 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
2024 Q1	–	Sell	-7	Closed	-$1.69K	–	587
2023 Q4	$1.69K	Hold	7	–	–	﹤0.01%	492
2023 Q3	$1.5K	Hold	7	–	–	﹤0.01%	522
2023 Q2	$1.61K	Hold	7	–	–	﹤0.01%	510
2023 Q1	$1.51K	Hold	7	–	–	﹤0.01%	486
2022 Q4	$1.4K	Sell	7 -204	-97%	-$41.7K	﹤0.01%	480
2022 Q3	$42K	Hold	211	–	–	0.02%	255
2022 Q2	$42K	Buy	211 +38	+22%	+$8.24K	0.02%	277
2022 Q1	$43K	Buy	+173	New	+$42.6K	0.02%	262

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Atticus Wealth Management's VBK Position: Q1 2024 in Review

Atticus Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2024, closing a stake of 7 shares — an estimated $1.69K sold.

Atticus Wealth Management first reported a position in VBK in Q1 2022 and held it in 8 quarters. The position peaked at $43K in Q1 2022. 999 funds tracked by Wall St. Rank hold VBK as of Q1 2024.

Atticus Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Atticus Wealth Management sold 7 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2024, an estimated $1.69K.
Atticus Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and held it in 8 quarters.
Atticus Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $43K in Q1 2022.
999 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.