FIG
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FundX Investment Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

FundX Investment Group’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
2021
Q4 		$1.56M Buy
+8,700
New +$1.55M 0.38% 27
2016
Q4 		– Sell
-36,300
Closed -$4.02M – 52
2016
Q3 		$4.02M Buy
36,300
+870
+2% +$95.4K 1.03% 20
2016
Q2 		$3.73M Buy
+35,430
New +$3.67M 0.93% 24
2013
Q3 		– Sell
-119,936
Closed -$10M – 28
2013
Q2 		$10M Buy
+119,936
New +$9.95M 5.06% 7

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return