HF
VBK icon

Halpern Financial’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Halpern Financial’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
2022
Q4 		– Sell
-39
Closed -$7.61K – 225
2022
Q3 		$7.61K Buy
39
+29
+290% +$6.22K ﹤0.01% 152
2022
Q2 		$1.97K Hold
10
– – ﹤0.01% 241
2022
Q1 		$2.48K Hold
10
– – ﹤0.01% 197
2021
Q4 		$2.82K Sell
10
-50
-83% -$14.3K ﹤0.01% 218
2021
Q3 		$16.8K Hold
60
– – 0.01% 132
2021
Q2 		$17.4K Sell
60
-150
-71% -$42K 0.01% 114
2021
Q1 		$57.7K Hold
210
– – 0.03% 57
2020
Q4 		$56.2K Hold
210
– – 0.03% 52
2020
Q3 		$45.1K Sell
210
-133
-39% -$28.1K 0.03% 54
2020
Q2 		$68.5K Buy
+343
New +$61.9K 0.05% 49

Other funds holding VBK

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AWA
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Morgan Stanley
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AssetMark Inc
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Envestnet Asset Management
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PNC Financial Services Group
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return