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Highline Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Highline Wealth Partners’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
-12
Closed -$2.35K – 352
2022
Q3 		$2.35K Buy
+12
New +$2.58K ﹤0.01% 206

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Highline Wealth Partners's VBK Position: Q4 2022 in Review

Highline Wealth Partners sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2022, closing a stake of 12 shares — an estimated $2.35K sold.

Highline Wealth Partners first reported a position in VBK in Q3 2022 and held it in 1 quarter. The position peaked at $2.35K in Q3 2022. 852 funds tracked by Wall St. Rank hold VBK as of Q4 2022.

  • Highline Wealth Partners reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Highline Wealth Partners sold 12 Vanguard Small-Cap Growth ETF shares in Q4 2022, an estimated $2.35K.
  • Highline Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Highline Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $2.35K in Q3 2022.
  • 852 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2022.

Based on Highline Wealth Partners's 13F filing for Q4 2022, filed 29 Oct 2024.