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Cornell Pochily Investment Advisors’s Vanguard 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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Betterment LLC
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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
PCA
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Cornell Pochily Investment Advisors's VBR Position: Q1 2019 in Review

Cornell Pochily Investment Advisors sold out of Vanguard 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. 679 funds tracked by Wall St. Rank hold VBR as of Q1 2019.

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

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