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Chessman Wealth Strategies RIA’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-3
Closed – – 167
2018
Q3 		$0 Buy
+3
New +$421 ﹤0.01% 206

Other funds holding VBR

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chessman Wealth Strategies RIA's VBR Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2018, closing a stake of 3 shares.

Chessman Wealth Strategies RIA first reported a position in VBR in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 661 funds tracked by Wall St. Rank hold VBR as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 3 Vanguard Small-Cap Value ETF shares in Q4 2018.
  • Chessman Wealth Strategies RIA first reported a position in Vanguard Small-Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Vanguard Small-Cap Value ETF position peaked at $0 in Q3 2018.
  • 661 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.