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Bare Financial Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bare Financial 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
2024
Q2 		– Sell
-2
Closed -$483 – 164
2024
Q1 		$483 Buy
+2
New +$491 ﹤0.01% 123

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AA
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AssetMark Inc
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bare Financial Services's VBK Position: Q2 2024 in Review

Bare Financial Services sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2024, closing a stake of 2 shares — an estimated $483 sold.

Bare Financial Services first reported a position in VBK in Q1 2024 and held it in 1 quarter. The position peaked at $483 in Q1 2024. 980 funds tracked by Wall St. Rank hold VBK as of Q2 2024.

  • Bare Financial Services reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Bare Financial Services sold 2 Vanguard Small-Cap Growth ETF shares in Q2 2024, an estimated $483.
  • Bare Financial Services first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Bare Financial Services's Vanguard Small-Cap Growth ETF position peaked at $483 in Q1 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2024.

Based on Bare Financial Services's 13F filing for Q2 2024, filed 14 Aug 2024.