Camarda Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Camarda Financial 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
2018 Q4	–	Sell	-173	Closed	-$24K	–	234
2018 Q3	$24K	Buy	+173	New	+$24.3K	0.03%	139
2016 Q2	–	Sell	-52	Closed	-$5K	–	307
2016 Q1	$5K	Sell	52 -697	-93%	-$65.6K	﹤0.01%	219
2015 Q4	$74K	Buy	+749	New	+$76.4K	0.05%	153
2014 Q1	–	Sell	-287	Closed	-$28K	–	226
2013 Q4	$28K	Buy	+287	New	+$27.1K	0.02%	111

Other funds holding VBR

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Camarda Financial Advisors's VBR Position: Q4 2018 in Review

Camarda Financial Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2018, closing a stake of 173 shares — an estimated $24K sold.

Camarda Financial Advisors first reported a position in VBR in Q4 2013 and held it in 4 quarters. The position peaked at $74K in Q4 2015. 662 funds tracked by Wall St. Rank hold VBR as of Q4 2018.

Camarda Financial Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Camarda Financial Advisors sold 173 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2018, an estimated $24K.
Camarda Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2013 and held it in 4 quarters.
Camarda Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $74K in Q4 2015.
662 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2018.

Based on Camarda Financial Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.