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Fulcrum Equity Management’s Vanguard 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

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 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. 777 funds tracked by Wall St. Rank hold VBR as of Q4 2019.

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

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