Jaffetilchin Investment Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Jaffetilchin Investment 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
2024 Q4	–	Sell	-285	Closed	-$57.1K	–	1265
2024 Q3	$57.1K	Buy	+285	New	+$54.8K	﹤0.01%	555
2021 Q2	–	Sell	-1,430	Closed	-$237K	–	401
2021 Q1	$237K	Buy	+1,430	New	+$225K	0.03%	307
2019 Q2	–	Sell	-15,140	Closed	-$1.95M	–	336
2019 Q1	$1.95M	Hold	15,140	–	–	0.43%	32
2018 Q4	$1.73M	Buy	15,140 +109	+0.7%	+$13.8K	0.43%	35
2018 Q3	$2.1M	Hold	15,031	–	–	0.44%	36
2018 Q2	$2.04M	Buy	15,031 +141	+0.9%	+$18.9K	0.45%	34
2018 Q1	$1.93M	Buy	14,890 +65	+0.4%	+$8.62K	0.43%	35
2017 Q4	$1.97M	Buy	14,825 +166	+1%	+$21.6K	0.66%	28
2017 Q3	$1.87M	Buy	+14,659	New	+$1.81M	0.44%	37

Other funds holding VBR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jaffetilchin Investment Partners's VBR Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 285 shares — an estimated $57.1K sold.

Jaffetilchin Investment Partners first reported a position in VBR in Q3 2017 and held it in 9 quarters. The position peaked at $2.1M in Q3 2018. 1,588 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 285 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2024, an estimated $57.1K.
Jaffetilchin Investment Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2017 and held it in 9 quarters.
Jaffetilchin Investment Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $2.1M in Q3 2018.
1,588 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.