Doyle Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Doyle Wealth Management’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
2022 Q3	$283K	Buy	1,977 +9	+0.5%	+$1.43K	0.02%	170
2022 Q2	$295K	Buy	1,968 +53	+3%	+$8.69K	0.02%	173
2022 Q1	$337K	Buy	1,915 +618	+48%	+$107K	0.02%	189
2021 Q4	$232K	Buy	1,297 +13	+1%	+$2.31K	0.02%	212
2021 Q3	$217K	Buy	+1,284	New	+$220K	0.02%	212
2020 Q1	–	Sell	-1,465	Closed	-$201K	–	211
2019 Q4	$201K	Buy	+1,465	New	+$194K	0.03%	206
2019 Q3	–	Sell	-1,261	Closed	-$165K	–	730
2019 Q2	$165K	Buy	+1,261	New	+$164K	0.02%	212
2019 Q1	–	Sell	-1,326	Closed	-$151K	–	722
2018 Q4	$151K	Buy	+1,326	New	+$168K	0.03%	202

Other funds holding VBR

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

CWA

CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 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

Doyle Wealth Management's VBR Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.46% in Q3 2022, buying an estimated $1.43K and bringing the position to 1,977 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #170.

Doyle Wealth Management first reported a position in VBR in Q4 2018 and has held it in 8 quarters since. The position peaked at $337K in Q1 2022. 1,087 funds tracked by Wall St. Rank hold VBR as of Q3 2022.

Doyle Wealth Management held 1,977 shares of Vanguard Morningstar Small-Cap Value ETF worth $283K as of Q3 2022.
Doyle Wealth Management bought 9 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2022, an estimated $1.43K.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #170 holding.
Doyle Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 8 quarters since.
Doyle Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $337K in Q1 2022.
1,087 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.