Israel Discount Bank of New York’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-60
Closed -$8K 348
2019
Q1
$8K Hold
60
0.01% 387
2018
Q4
$7K Buy
+60
New +$7.59K 0.01% 391

Other funds holding VBR

Israel Discount Bank of New York's VBR Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2019, closing a stake of 60 shares — an estimated $8K sold.

Israel Discount Bank of New York first reported a position in VBR in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 677 funds tracked by Wall St. Rank hold VBR as of Q2 2019.

  • Israel Discount Bank of New York reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Israel Discount Bank of New York sold 60 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2019, an estimated $8K.
  • Israel Discount Bank of New York first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • Israel Discount Bank of New York's Vanguard Morningstar Small-Cap Value ETF position peaked at $8K in Q1 2019.
  • 677 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.