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Freedman Financial Associates’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-213
Closed -$38K – 399
2022
Q1 		$38K Buy
+213
New +$37K 0.03% 236
2021
Q2 		– Sell
-116
Closed -$19K – 496
2021
Q1 		$19K Buy
+116
New +$18.3K 0.02% 298

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Freedman Financial Associates's VBR Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2022, closing a stake of 213 shares — an estimated $38K sold.

Freedman Financial Associates first reported a position in VBR in Q1 2021 and held it in 2 quarters. The position peaked at $38K in Q1 2022. 1,136 funds tracked by Wall St. Rank hold VBR as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 213 Vanguard Small-Cap Value ETF shares in Q2 2022, an estimated $38K.
  • Freedman Financial Associates first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and held it in 2 quarters.
  • Freedman Financial Associates's Vanguard Small-Cap Value ETF position peaked at $38K in Q1 2022.
  • 1,136 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.