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CoreFirst Bank & Trust’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

CoreFirst Bank & Trust’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
2023
Q1 		– Sell
-297
Closed -$59.6K – 393
2022
Q4 		$59.6K Buy
+297
New +$60.8K 0.05% 221

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AssetMark Inc
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CoreFirst Bank & Trust's VBK Position: Q1 2023 in Review

CoreFirst Bank & Trust sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2023, closing a stake of 297 shares — an estimated $59.6K sold.

CoreFirst Bank & Trust first reported a position in VBK in Q4 2022 and held it in 1 quarter. The position peaked at $59.6K in Q4 2022. 845 funds tracked by Wall St. Rank hold VBK as of Q1 2023.

  • CoreFirst Bank & Trust reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 297 Vanguard Small-Cap Growth ETF shares in Q1 2023, an estimated $59.6K.
  • CoreFirst Bank & Trust first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • CoreFirst Bank & Trust's Vanguard Small-Cap Growth ETF position peaked at $59.6K in Q4 2022.
  • 845 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2023, filed 15 May 2023.