IP
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Intellectus Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Intellectus 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
Q4 		– Sell
-4,103
Closed -$575K – 500
2018
Q3 		$575K Buy
+4,103
New +$575K 0.2% 129

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AL
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Envestnet Asset Management
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SEI Investments
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LPL Financial
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UBS Group
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