Guidant Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Guidant Wealth Advisors’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 Q3	$7.28M	Buy	56,523 +6,454	+13%	+$826K	2.71%	13
2019 Q2	$6.54M	Buy	50,069 +1,882	+4%	+$245K	2.52%	14
2019 Q1	$6.2M	Buy	48,187 +6,381	+15%	+$812K	2.42%	15
2018 Q4	$4.77M	Buy	+41,806	New	+$5.29M	2.22%	16
2017 Q3	–	Sell	-25,858	Closed	-$3.17M	–	231
2017 Q2	$3.17M	Buy	25,858 +853	+3%	+$104K	1.63%	22
2017 Q1	$3.02M	Buy	25,005 +3,997	+19%	+$491K	1.58%	24
2016 Q4	$2.58M	Buy	21,008 +15,048	+252%	+$1.73M	1.46%	28
2016 Q3	$652K	Buy	+5,960	New	+$654K	0.4%	51

Other funds holding VBR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Guidant Wealth Advisors's VBR Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Small-Cap Value ETF (VBR) stake by 13% in Q3 2019, buying an estimated $826K and bringing the position to 56,523 shares worth $7.28M. The position accounts for 2.71% of the portfolio, ranked #13.

Guidant Wealth Advisors first reported a position in VBR in Q3 2016 and has held it in 8 quarters since. 685 funds tracked by Wall St. Rank hold VBR as of Q3 2019.

Guidant Wealth Advisors held 56,523 shares of Vanguard Small-Cap Value ETF worth $7.28M as of Q3 2019.
Guidant Wealth Advisors bought 6,454 Vanguard Small-Cap Value ETF shares in Q3 2019, an estimated $826K.
Vanguard Small-Cap Value ETF made up 2.71% of Guidant Wealth Advisors's portfolio in Q3 2019, its #13 holding.
Guidant Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2016 and has held it in 8 quarters since.
685 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.