Burt Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Burt Wealth Advisors’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
2018 Q4	–	Sell	-534	Closed	-$100K	–	397
2018 Q3	$100K	Hold	534	–	–	0.05%	137
2018 Q2	$94K	Hold	534	–	–	0.05%	134
2018 Q1	$88K	Hold	534	–	–	0.04%	138
2017 Q4	$86K	Hold	534	–	–	0.05%	138
2017 Q3	$82K	Hold	534	–	–	0.05%	141
2017 Q2	$77K	Buy	+534	New	+$76.5K	0.05%	146

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burt Wealth Advisors's VBK Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2018, closing a stake of 534 shares — an estimated $100K sold.

Burt Wealth Advisors first reported a position in VBK in Q2 2017 and held it in 6 quarters. The position peaked at $100K in Q3 2018. 455 funds tracked by Wall St. Rank hold VBK as of Q4 2018.

Burt Wealth Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 534 Vanguard Small-Cap Growth ETF shares in Q4 2018, an estimated $100K.
Burt Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2017 and held it in 6 quarters.
Burt Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $100K in Q3 2018.
455 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.