Coe Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
Other funds holding VBR
MG
AL
Coe Capital Management's VBR Position: Q2 2021 in Review
Coe Capital Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 71% in Q2 2021, buying an estimated $170K and bringing the position to 2,369 shares worth $411K. The position accounts for 0.39% of the portfolio, ranked #72.
Coe Capital Management first reported a position in VBR in Q1 2021 and has held it in 2 quarters since. 991 funds tracked by Wall St. Rank hold VBR as of Q2 2021.
- Coe Capital Management held 2,369 shares of Vanguard Small-Cap Value ETF worth $411K as of Q2 2021.
- Coe Capital Management bought 981 Vanguard Small-Cap Value ETF shares in Q2 2021, an estimated $170K.
- Vanguard Small-Cap Value ETF made up 0.39% of Coe Capital Management's portfolio in Q2 2021, its #72 holding.
- Coe Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and has held it in 2 quarters since.
- 991 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2021.
Based on Coe Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.