KJWM
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Kiley Juergens Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-555
Closed -$104K – 617
2018
Q3 		$104K Hold
555
– – 0.08% 149
2018
Q2 		$97K Buy
+555
New +$95.2K 0.09% 136
2018
Q1 		– Sell
-454
Closed -$73K – 579
2017
Q4 		$73K Buy
+454
New +$71.4K 0.07% 160

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiley Juergens Wealth Management's VBK Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2018, closing a stake of 555 shares — an estimated $104K sold.

Kiley Juergens Wealth Management first reported a position in VBK in Q4 2017 and held it in 3 quarters. The position peaked at $104K in Q3 2018. 455 funds tracked by Wall St. Rank hold VBK as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 555 Vanguard Small-Cap Growth ETF shares in Q4 2018, an estimated $104K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $104K in Q3 2018.
  • 455 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.