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LBA Wealth Management’s Vanguard Morningstar 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $424B AUM 22.9% 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 Morningstar 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. 344 funds tracked by Wall St. Rank hold VBR as of Q4 2015.

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

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