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

Henrickson Nauta 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
2022
Q1 		– Sell
-3
Closed -$1K – 250
2021
Q4 		$1K Buy
+3
New +$534 ﹤0.01% 278

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AssetMark Inc
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HMH
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MG
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Henrickson Nauta Wealth Advisors's VBR Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2022, closing a stake of 3 shares — an estimated $1K sold.

Henrickson Nauta Wealth Advisors first reported a position in VBR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 1,152 funds tracked by Wall St. Rank hold VBR as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 3 Vanguard Small-Cap Value ETF shares in Q1 2022, an estimated $1K.
  • Henrickson Nauta Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $1K in Q4 2021.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.