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Cornell Pochily Investment Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Cornell Pochily Investment Advisors’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
2019
Q1 		– Sell
-2,447
Closed -$305K – 141
2018
Q4 		$305K Buy
+2,447
New +$310K 0.2% 103

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Envestnet Asset Management
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Wells Fargo
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PNC Financial Services Group
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AssetMark Inc
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UBS Group
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PCA
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Cornell Pochily Investment Advisors's VBR Position: Q1 2019 in Review

Cornell Pochily Investment Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2019, closing a stake of 2,447 shares — an estimated $305K sold.

Cornell Pochily Investment Advisors first reported a position in VBR in Q4 2018 and held it in 1 quarter. The position peaked at $305K in Q4 2018. 680 funds tracked by Wall St. Rank hold VBR as of Q1 2019.

  • Cornell Pochily Investment Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 2,447 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2019, an estimated $305K.
  • Cornell Pochily Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Cornell Pochily Investment Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $305K in Q4 2018.
  • 680 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2019.

Based on Cornell Pochily Investment Advisors's 13F filing for Q1 2019, filed 19 Apr 2019.