Burt Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Burt Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-500	Closed	-$64K	–	372
2019 Q1	$64K	Hold	500	–	–	0.03%	157
2018 Q4	$57K	Sell	500 -72	-13%	-$9.11K	0.03%	165
2018 Q3	$80K	Hold	572	–	–	0.04%	155
2018 Q2	$78K	Hold	572	–	–	0.04%	147
2018 Q1	$74K	Hold	572	–	–	0.04%	150
2017 Q4	$76K	Hold	572	–	–	0.05%	149
2017 Q3	$73K	Hold	572	–	–	0.05%	148
2017 Q2	$70K	Sell	572 -116	-17%	-$14.2K	0.05%	154
2017 Q1	$85K	Buy	688 +198	+40%	+$24.3K	0.06%	125
2016 Q4	$54K	Hold	490	–	–	0.05%	163
2016 Q3	$54K	Buy	+490	New	+$53.7K	0.06%	152

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Burt Wealth Advisors's VBR Position: Q2 2019 in Review

Burt Wealth Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2019, closing a stake of 500 shares — an estimated $64K sold.

Burt Wealth Advisors first reported a position in VBR in Q3 2016 and held it in 11 quarters. The position peaked at $85K in Q1 2017. 677 funds tracked by Wall St. Rank hold VBR as of Q2 2019.

Burt Wealth Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Burt Wealth Advisors sold 500 Vanguard Small-Cap Value ETF shares in Q2 2019, an estimated $64K.
Burt Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2016 and held it in 11 quarters.
Burt Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $85K in Q1 2017.
677 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2019.

Based on Burt Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.