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Godshalk Welsh Capital Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Godshalk Welsh Capital Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$13K – 234
2014
Q4 		$13K Buy
+100
New +$12.3K 0.01% 257

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MAA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Godshalk Welsh Capital Management's VBK Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2015, closing a stake of 100 shares — an estimated $13K sold.

Godshalk Welsh Capital Management first reported a position in VBK in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 243 funds tracked by Wall St. Rank hold VBK as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 100 Vanguard Small-Cap Growth ETF shares in Q1 2015, an estimated $13K.
  • Godshalk Welsh Capital Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Vanguard Small-Cap Growth ETF position peaked at $13K in Q4 2014.
  • 243 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.