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

Catalyst 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
2023 Q1	$204K	Buy	+1,287	New	+$213K	0.19%	116

Other funds holding VBR

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Catalyst Wealth Management's VBR Position: Q1 2023 in Review

Catalyst Wealth Management opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2023: 1,287 shares worth $204K. The stake represents 0.19% of the portfolio and ranks #116 among its holdings.

1,207 funds tracked by Wall St. Rank hold VBR as of Q1 2023.

Catalyst Wealth Management held 1,287 shares of Vanguard Morningstar Small-Cap Value ETF worth $204K as of Q1 2023.
Vanguard Morningstar Small-Cap Value ETF was a new Catalyst Wealth Management position in Q1 2023.
Vanguard Morningstar Small-Cap Value ETF made up 0.19% of Catalyst Wealth Management's portfolio in Q1 2023, its #116 holding.
1,207 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.