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

Catamount 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
2019 Q1	$5K	Hold	35	–	–	﹤0.01%	161
2018 Q4	$4K	Hold	35	–	–	﹤0.01%	173
2018 Q3	$5K	Hold	35	–	–	﹤0.01%	165
2018 Q2	$5K	Hold	35	–	–	﹤0.01%	164
2018 Q1	$5K	Hold	35	–	–	﹤0.01%	159
2017 Q4	$5K	Hold	35	–	–	﹤0.01%	163
2017 Q3	$4K	Hold	35	–	–	﹤0.01%	161
2017 Q2	$4K	Hold	35	–	–	﹤0.01%	149
2017 Q1	$4K	Sell	35 -4	-10%	-$491	﹤0.01%	158
2016 Q4	$5K	Buy	39 +4	+11%	+$459	﹤0.01%	137
2016 Q3	$4K	Hold	35	–	–	﹤0.01%	138
2016 Q2	$4K	Hold	35	–	–	﹤0.01%	119
2016 Q1	$4K	Hold	35	–	–	﹤0.01%	116
2015 Q4	$3K	Hold	35	–	–	﹤0.01%	114
2015 Q3	$3K	Hold	35	–	–	﹤0.01%	120
2015 Q2	$4K	Hold	35	–	–	﹤0.01%	151
2015 Q1	$4K	Hold	35	–	–	﹤0.01%	126
2014 Q4	$4K	Buy	+35	New	+$3.61K	﹤0.01%	107

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Catamount Wealth Management's VBR Position: Q1 2019 in Review

Catamount Wealth Management held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2019 at 35 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Catamount Wealth Management first reported a position in VBR in Q4 2014 and has held it in 18 quarters since. 679 funds tracked by Wall St. Rank hold VBR as of Q1 2019.

Catamount Wealth Management held 35 shares of Vanguard Small-Cap Value ETF worth $5K as of Q1 2019.
Catamount Wealth Management left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2019.
Vanguard Small-Cap Value ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #161 holding.
Catamount Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2014 and has held it in 18 quarters since.
679 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.