CFO4Life Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

CFO4Life Group’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	-1,123	Closed	-$224K	–	138
2020 Q2	$224K	Buy	+1,123	New	+$203K	0.09%	111
2020 Q1	–	Sell	-1,123	Closed	-$223K	–	138
2019 Q4	$223K	Hold	1,123	–	–	0.09%	112
2019 Q3	$204K	Hold	1,123	–	–	0.09%	115
2019 Q2	$209K	Hold	1,123	–	–	0.1%	110
2019 Q1	$202K	Buy	+1,123	New	+$193K	0.09%	114
2018 Q4	–	Sell	-1,123	Closed	-$210K	–	137
2018 Q3	$210K	Buy	+1,123	New	+$206K	0.09%	121
2017 Q4	–	Sell	-3,705	Closed	-$566K	–	105
2017 Q3	$566K	Buy	+3,705	New	+$545K	0.46%	41

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

CFO4Life Group's VBK Position: Q3 2020 in Review

CFO4Life Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2020, closing a stake of 1,123 shares — an estimated $224K sold.

CFO4Life Group first reported a position in VBK in Q3 2017 and held it in 7 quarters. The position peaked at $566K in Q3 2017. 634 funds tracked by Wall St. Rank hold VBK as of Q3 2020.

CFO4Life Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
CFO4Life Group sold 1,123 Vanguard Small-Cap Growth ETF shares in Q3 2020, an estimated $224K.
CFO4Life Group first reported a position in Vanguard Small-Cap Growth ETF in Q3 2017 and held it in 7 quarters.
CFO4Life Group's Vanguard Small-Cap Growth ETF position peaked at $566K in Q3 2017.
634 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2020.

Based on CFO4Life Group's 13F filing for Q3 2020, filed 13 Oct 2020.