HIM
VBR icon

HawsGoodwin Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

HawsGoodwin Investment Management’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
Q1 		– Sell
-52
Closed -$7K – 114
2020
Q4 		$7K Buy
+52
New +$6.71K ﹤0.01% 101

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HawsGoodwin Investment Management's VBR Position: Q1 2021 in Review

HawsGoodwin Investment Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2021, closing a stake of 52 shares — an estimated $7K sold.

HawsGoodwin Investment Management first reported a position in VBR in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 976 funds tracked by Wall St. Rank hold VBR as of Q1 2021.

  • HawsGoodwin Investment Management reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • HawsGoodwin Investment Management sold 52 Vanguard Small-Cap Value ETF shares in Q1 2021, an estimated $7K.
  • HawsGoodwin Investment Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • HawsGoodwin Investment Management's Vanguard Small-Cap Value ETF position peaked at $7K in Q4 2020.
  • 976 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q1 2021, filed 5 May 2021.