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Leelyn Smith’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-45
Closed -$9.02K – 417
2022
Q4 		$9.02K Sell
45
-1
-2% -$205 ﹤0.01% 331
2022
Q3 		$9K Buy
46
+6
+15% +$1.29K ﹤0.01% 311
2022
Q2 		$8K Sell
40
-3
-7% -$650 ﹤0.01% 309
2022
Q1 		$11K Sell
43
-10
-19% -$2.46K ﹤0.01% 276
2021
Q4 		$15K Sell
53
-2
-4% -$574 ﹤0.01% 262
2021
Q3 		$15K Sell
55
-3
-5% -$859 ﹤0.01% 255
2021
Q2 		$17K Sell
58
-3
-5% -$839 0.01% 244
2021
Q1 		$17K Sell
61
-28
-31% -$7.89K 0.01% 257
2020
Q4 		$24K Sell
89
-6
-6% -$1.45K 0.01% 227
2020
Q3 		$20K Sell
95
-6
-6% -$1.27K 0.01% 228
2020
Q2 		$20K Sell
101
-13
-11% -$2.35K 0.01% 270
2020
Q1 		$17K Sell
114
-61
-35% -$11.3K 0.01% 215
2019
Q4 		$35K Buy
+175
New +$33.2K 0.02% 204

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Leelyn Smith's VBK Position: Q1 2023 in Review

Leelyn Smith sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2023, closing a stake of 45 shares — an estimated $9.02K sold.

Leelyn Smith first reported a position in VBK in Q4 2019 and held it in 13 quarters. The position peaked at $35K in Q4 2019. 846 funds tracked by Wall St. Rank hold VBK as of Q1 2023.

  • Leelyn Smith reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 45 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2023, an estimated $9.02K.
  • Leelyn Smith first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's Vanguard Morningstar Small-Cap Growth ETF position peaked at $35K in Q4 2019.
  • 846 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.