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Kerntke Otto McGlone Wealth Management Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$2K – 120
2022
Q4 		$2K Buy
+8
New +$1.64K ﹤0.01% 115

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AssetMark Inc
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Envestnet Asset Management
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VBK Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2023, closing a stake of 8 shares — an estimated $2K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in VBK in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 846 funds tracked by Wall St. Rank hold VBK as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 8 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2023, an estimated $2K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2K in Q4 2022.
  • 846 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.