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Holistic Financial Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-4
Closed -$1K – 350
2018
Q1 		$1K Buy
+4
New +$530 ﹤0.01% 438

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Holistic Financial Partners's VBR Position: Q2 2018 in Review

Holistic Financial Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2018, closing a stake of 4 shares — an estimated $1K sold.

Holistic Financial Partners first reported a position in VBR in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 610 funds tracked by Wall St. Rank hold VBR as of Q2 2018.

  • Holistic Financial Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 4 Vanguard Small-Cap Value ETF shares in Q2 2018, an estimated $1K.
  • Holistic Financial Partners first reported a position in Vanguard Small-Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's Vanguard Small-Cap Value ETF position peaked at $1K in Q1 2018.
  • 610 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.