Live Your Vision’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Live Your Vision’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
2019 Q1	$132K	Sell	714 -1	-0.1%	-$172	0.04%	84
2018 Q4	$115K	Hold	715	–	–	0.04%	88
2018 Q3	$134K	Hold	715	–	–	0.04%	79
2018 Q2	$129K	Hold	715	–	–	0.04%	79
2018 Q1	$120K	Hold	715	–	–	0.04%	79
2017 Q4	$119K	Hold	715	–	–	0.04%	81
2017 Q3	$109K	Hold	715	–	–	0.04%	83
2017 Q2	$106K	Hold	715	–	–	0.04%	80
2017 Q1	$101K	Hold	715	–	–	0.04%	85
2016 Q4	$95K	Hold	715	–	–	0.04%	83
2016 Q3	$94K	Buy	+715	New	+$93.1K	0.04%	82
2015 Q4	–	Sell	-715	Closed	-$84K	–	251
2015 Q3	$84K	Buy	+715	New	+$92.4K	0.04%	88

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Live Your Vision's VBK Position: Q1 2019 in Review

Live Your Vision reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.14% in Q1 2019, selling an estimated $172 and leaving 714 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #84.

Live Your Vision first reported a position in VBK in Q3 2015 and has held it in 12 quarters since. The position peaked at $134K in Q3 2018. 484 funds tracked by Wall St. Rank hold VBK as of Q1 2019.

Live Your Vision held 714 shares of Vanguard Small-Cap Growth ETF worth $132K as of Q1 2019.
Live Your Vision sold 1 Vanguard Small-Cap Growth ETF share in Q1 2019, an estimated $172.
Vanguard Small-Cap Growth ETF made up 0.04% of Live Your Vision's portfolio in Q1 2019, its #84 holding.
Live Your Vision first reported a position in Vanguard Small-Cap Growth ETF in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's Vanguard Small-Cap Growth ETF position peaked at $134K in Q3 2018.
484 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.