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Investors Asset Management of Georgia’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-729
Closed -$105K – 495
2022
Q3 		$105K Hold
729
– – 0.05% 204
2022
Q2 		$109K Buy
+729
New +$120K 0.06% 192

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Investors Asset Management of Georgia's VBR Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2022, closing a stake of 729 shares — an estimated $105K sold.

Investors Asset Management of Georgia first reported a position in VBR in Q2 2022 and held it in 2 quarters. The position peaked at $109K in Q2 2022. 1,220 funds tracked by Wall St. Rank hold VBR as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 729 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2022, an estimated $105K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Morningstar Small-Cap Value ETF position peaked at $109K in Q2 2022.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.