Harborview Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Harborview Advisors’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
2021 Q3	$833K	Buy	2,975 +11	+0.4%	+$3.15K	0.47%	43
2021 Q2	$859K	Sell	2,964 -48	-2%	-$13.4K	0.48%	43
2021 Q1	$827K	Sell	3,012 -253	-8%	-$71.3K	0.5%	42
2020 Q4	$874K	Sell	3,265 -525	-14%	-$127K	0.59%	38
2020 Q3	$815K	Sell	3,790 -202	-5%	-$42.7K	0.62%	35
2020 Q2	$797K	Buy	3,992 +1,651	+71%	+$298K	0.66%	34
2020 Q1	$352K	Buy	+2,341	New	+$434K	0.35%	53

Other funds holding VBK

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Harborview Advisors's VBK Position: Q3 2021 in Review

Harborview Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.37% in Q3 2021, buying an estimated $3.15K and bringing the position to 2,975 shares worth $833K. The position accounts for 0.47% of the portfolio, ranked #43.

Harborview Advisors first reported a position in VBK in Q1 2020 and has held it in 7 quarters since. The position peaked at $874K in Q4 2020. 771 funds tracked by Wall St. Rank hold VBK as of Q3 2021.

Harborview Advisors held 2,975 shares of Vanguard Small-Cap Growth ETF worth $833K as of Q3 2021.
Harborview Advisors bought 11 Vanguard Small-Cap Growth ETF shares in Q3 2021, an estimated $3.15K.
Vanguard Small-Cap Growth ETF made up 0.47% of Harborview Advisors's portfolio in Q3 2021, its #43 holding.
Harborview Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2020 and has held it in 7 quarters since.
Harborview Advisors's Vanguard Small-Cap Growth ETF position peaked at $874K in Q4 2020.
771 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.