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CFM Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-35
Closed -$6K – 435
2020
Q2 		$6K Hold
35
– – ﹤0.01% 429
2020
Q1 		$5K Hold
35
– – ﹤0.01% 477
2019
Q4 		$7K Buy
+35
New +$6.64K ﹤0.01% 442

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

CFM Wealth Partners's VBK Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2020, closing a stake of 35 shares — an estimated $6K sold.

CFM Wealth Partners first reported a position in VBK in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 634 funds tracked by Wall St. Rank hold VBK as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 35 Vanguard Small-Cap Growth ETF shares in Q3 2020, an estimated $6K.
  • CFM Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $7K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.