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Fulcrum Equity Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-143
Closed -$18K – 216
2019
Q3 		$18K Buy
+143
New +$18.3K 0.01% 121

Other funds holding VBR

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Bank of America
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Fulcrum Equity Management's VBR Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2019, closing a stake of 143 shares — an estimated $18K sold.

Fulcrum Equity Management first reported a position in VBR in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 778 funds tracked by Wall St. Rank hold VBR as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 143 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2019, an estimated $18K.
  • Fulcrum Equity Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $18K in Q3 2019.
  • 778 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.