Doyle Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Doyle Wealth Management’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
2022 Q2	–	Sell	-918	Closed	-$228K	–	247
2022 Q1	$228K	Sell	918 -11	-1%	-$2.71K	0.02%	222
2021 Q4	$262K	Buy	929 +1	+0.1%	+$287	0.02%	199
2021 Q3	$260K	Buy	+928	New	+$266K	0.02%	192
2019 Q3	–	Sell	-90	Closed	-$17K	–	729
2019 Q2	$17K	Buy	+90	New	+$16.4K	﹤0.01%	546
2019 Q1	–	Sell	-90	Closed	-$14K	–	721
2018 Q4	$14K	Buy	+90	New	+$14.8K	﹤0.01%	576

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Doyle Wealth Management's VBK Position: Q2 2022 in Review

Doyle Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 918 shares — an estimated $228K sold.

Doyle Wealth Management first reported a position in VBK in Q4 2018 and held it in 5 quarters. The position peaked at $262K in Q4 2021. 808 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

Doyle Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 918 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $228K.
Doyle Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and held it in 5 quarters.
Doyle Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $262K in Q4 2021.
808 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.