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Kiley Juergens Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-294
Closed -$40K – 618
2018
Q3 		$40K Buy
294
+200
+213% +$28K 0.03% 268
2018
Q2 		$12K Buy
+94
New +$12.6K 0.01% 412
2018
Q1 		– Sell
-10
Closed -$1K – 580
2017
Q4 		$1K Buy
+10
New +$1.3K ﹤0.01% 657

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2018, closing a stake of 294 shares — an estimated $40K sold.

Kiley Juergens Wealth Management first reported a position in VBR in Q4 2017 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 661 funds tracked by Wall St. Rank hold VBR as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 294 Vanguard Small-Cap Value ETF shares in Q4 2018, an estimated $40K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Vanguard Small-Cap Value ETF position peaked at $40K in Q3 2018.
  • 661 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2018.

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