LWM
VBK icon

Liberty Wealth Management’s Vanguard 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 -$845 – 184
2021
Q4 		$845 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 – 988
2019
Q2 		$74K Buy
+400
New +$72.8K 0.06% 202

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return