Live Your Vision’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Live Your Vision’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
2019 Q1	$116K	Hold	871	–	–	0.04%	90
2018 Q4	$106K	Hold	871	–	–	0.04%	93
2018 Q3	$121K	Hold	871	–	–	0.04%	84
2018 Q2	$121K	Hold	871	–	–	0.04%	82
2018 Q1	$115K	Hold	871	–	–	0.04%	81
2017 Q4	$119K	Hold	871	–	–	0.04%	82
2017 Q3	$111K	Hold	871	–	–	0.04%	82
2017 Q2	$108K	Hold	871	–	–	0.04%	79
2017 Q1	$107K	Hold	871	–	–	0.04%	82
2016 Q4	$105K	Hold	871	–	–	0.04%	78
2016 Q3	$96K	Buy	+871	New	+$95.5K	0.04%	81
2015 Q4	–	Sell	-871	Closed	-$84K	–	252
2015 Q3	$84K	Buy	+871	New	+$90.4K	0.04%	89

Other funds holding VBR

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Live Your Vision held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q1 2019 at 871 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #90.

Live Your Vision first reported a position in VBR in Q3 2015 and has held it in 12 quarters since. The position peaked at $121K in Q3 2018. 680 funds tracked by Wall St. Rank hold VBR as of Q1 2019.

Live Your Vision held 871 shares of Vanguard Morningstar Small-Cap Value ETF worth $116K as of Q1 2019.
Live Your Vision left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q1 2019.
Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Live Your Vision's portfolio in Q1 2019, its #90 holding.
Live Your Vision first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's Vanguard Morningstar Small-Cap Value ETF position peaked at $121K in Q3 2018.
680 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2019.

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