Liberty Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Liberty 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
2024 Q3	–	Sell	-16,281	Closed	-$22K	–	262
2024 Q2	$22K	Buy	+16,281	New	+$4.06M	﹤0.01%	224
2023 Q3	–	Sell	-20	Closed	-$221K	–	195
2023 Q2	$221K	Buy	+20	New	+$4.35K	0.05%	169
2022 Q1	–	Sell	-3	Closed	-$845K	–	181
2021 Q4	$845K	Sell	3 -43	-93%	-$12.3K	0.04%	73
2021 Q3	$13K	Sell	46 -12	-21%	-$3.44K	﹤0.01%	774
2021 Q2	$17K	Buy	+58	New	+$16.2K	0.01%	550
2019 Q3	–	Sell	-400	Closed	-$74K	–	987
2019 Q2	$74K	Buy	+400	New	+$72.8K	0.06%	202

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Liberty Wealth Management's VBK Position: Q3 2024 in Review

Liberty Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2024, closing a stake of 16,281 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in VBK in Q2 2019 and held it in 6 quarters. The position peaked at $845K in Q4 2021. 1,023 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

Liberty Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Liberty Wealth Management sold 16,281 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2024, an estimated $22K.
Liberty Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2019 and held it in 6 quarters.
Liberty Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $845K in Q4 2021.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.