LWM
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LBA Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

LBA 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
2015
Q4 		– Sell
-50
Closed -$6K – 420
2015
Q3 		$6K Buy
+50
New +$6.46K ﹤0.01% 281

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LBA Wealth Management's VBK Position: Q4 2015 in Review

LBA Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2015, closing a stake of 50 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in VBK in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 265 funds tracked by Wall St. Rank hold VBK as of Q4 2015.

  • LBA Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2015 after selling out during the quarter.
  • LBA Wealth Management sold 50 Vanguard Small-Cap Growth ETF shares in Q4 2015, an estimated $6K.
  • LBA Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2015 and held it in 1 quarter.
  • LBA Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $6K in Q3 2015.
  • 265 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2015.

Based on LBA Wealth Management's 13F filing for Q4 2015, filed 3 Feb 2016.