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Catamount Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Catamount Wealth Management’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
2017
Q1 		– Sell
-8
Closed -$1K – 183
2016
Q4 		$1K Buy
+8
New +$1.04K ﹤0.01% 159

Other funds holding VBK

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Catamount Wealth Management's VBK Position: Q1 2017 in Review

Catamount Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2017, closing a stake of 8 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in VBK in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 308 funds tracked by Wall St. Rank hold VBK as of Q1 2017.

  • Catamount Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 8 Vanguard Small-Cap Growth ETF shares in Q1 2017, an estimated $1K.
  • Catamount Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2016 and held it in 1 quarter.
  • Catamount Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $1K in Q4 2016.
  • 308 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2017.

Based on Catamount Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.