First Personal Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

First Personal Financial Services’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
2024 Q3	$12.7K	Hold	63	–	–	﹤0.01%	293
2024 Q2	$11.5K	Buy	63 +56	+800%	+$10.3K	﹤0.01%	268
2024 Q1	$1.34K	Buy	+7	New	+$1.26K	﹤0.01%	339
2023 Q2	–	Sell	-113	Closed	-$17.9K	–	405
2023 Q1	$17.9K	Buy	+113	New	+$18.7K	﹤0.01%	287
2020 Q3	–	Sell	-116	Closed	-$12K	–	304
2020 Q2	$12K	Hold	116	–	–	﹤0.01%	255
2020 Q1	$10K	Hold	116	–	–	﹤0.01%	246
2019 Q4	$16K	Buy	+116	New	+$15.4K	0.01%	257

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

First Personal Financial Services's VBR Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Small-Cap Value ETF (VBR) position steady in Q3 2024 at 63 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

First Personal Financial Services first reported a position in VBR in Q4 2019 and has held it in 7 quarters since. The position peaked at $17.9K in Q1 2023. 1,426 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

First Personal Financial Services held 63 shares of Vanguard Small-Cap Value ETF worth $12.7K as of Q3 2024.
First Personal Financial Services left its Vanguard Small-Cap Value ETF share count unchanged in Q3 2024.
Vanguard Small-Cap Value ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #293 holding.
First Personal Financial Services first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and has held it in 7 quarters since.
First Personal Financial Services's Vanguard Small-Cap Value ETF position peaked at $17.9K in Q1 2023.
1,426 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.