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

LBA 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
2015
Q4 		– Sell
-260
Closed -$25K – 421
2015
Q3 		$25K Buy
+260
New +$27K 0.02% 215

Other funds holding VBR

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

LBA Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2015, closing a stake of 260 shares — an estimated $25K sold.

LBA Wealth Management first reported a position in VBR in Q3 2015 and held it in 1 quarter. The position peaked at $25K in Q3 2015. 342 funds tracked by Wall St. Rank hold VBR as of Q4 2015.

  • LBA Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2015 after selling out during the quarter.
  • LBA Wealth Management sold 260 Vanguard Small-Cap Value ETF shares in Q4 2015, an estimated $25K.
  • LBA Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q3 2015 and held it in 1 quarter.
  • LBA Wealth Management's Vanguard Small-Cap Value ETF position peaked at $25K in Q3 2015.
  • 342 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2015.

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