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Lehman & Derafelo Financial Resources’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q4 		– Sell
-19
Closed -$3K – 186
2022
Q3 		$3K Hold
19
– – ﹤0.01% 192
2022
Q2 		$3K Buy
+19
New +$3.12K ﹤0.01% 197

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Morgan Stanley
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Jones Financial Companies
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VBR Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2022, closing a stake of 19 shares — an estimated $3K sold.

Lehman & Derafelo Financial Resources first reported a position in VBR in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 1,217 funds tracked by Wall St. Rank hold VBR as of Q4 2022.

  • Lehman & Derafelo Financial Resources reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 19 Vanguard Small-Cap Value ETF shares in Q4 2022, an estimated $3K.
  • Lehman & Derafelo Financial Resources first reported a position in Vanguard Small-Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Vanguard Small-Cap Value ETF position peaked at $3K in Q3 2022.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.