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CarsonAllaria Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

CarsonAllaria Wealth Management’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
2022
Q1 		– Sell
-13
Closed -$2K – 368
2021
Q4 		$2K Buy
+13
New +$2.31K ﹤0.01% 324

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AssetMark Inc
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UBS Group
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HMH
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MG
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CarsonAllaria Wealth Management's VBR Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2022, closing a stake of 13 shares — an estimated $2K sold.

CarsonAllaria Wealth Management first reported a position in VBR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 1,152 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 13 Vanguard Small-Cap Value ETF shares in Q1 2022, an estimated $2K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Vanguard Small-Cap Value ETF position peaked at $2K in Q4 2021.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.