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

Echo 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	-941	Closed	-$222K	–	51
2022 Q1	$222K	Hold	941	–	–	0.26%	48
2021 Q4	$248K	Hold	941	–	–	0.28%	47
2021 Q3	$264K	Hold	941	–	–	0.31%	45
2021 Q2	$268K	Hold	941	–	–	0.34%	44
2021 Q1	$258K	Hold	941	–	–	0.32%	48
2020 Q4	$252K	Buy	+941	New	+$228K	0.33%	43

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 22.9% 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

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

Echo Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 941 shares — an estimated $222K sold.

Echo Wealth Management first reported a position in VBK in Q4 2020 and held it in 6 quarters. The position peaked at $268K in Q2 2021. 808 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

Echo Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Echo Wealth Management sold 941 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $222K.
Echo Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Echo Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $268K in Q2 2021.
808 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on Echo Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.