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Lowe Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Lowe Wealth Advisors’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
Q3 		– Sell
-40
Closed -$5K – 303
2019
Q2 		$5K Buy
+40
New +$5.2K ﹤0.01% 209
2015
Q4 		– Sell
-94
Closed -$9K – 250
2015
Q3 		$9K Buy
+94
New +$9.75K 0.01% 136

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Lowe Wealth Advisors's VBR Position: Q3 2019 in Review

Lowe Wealth Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2019, closing a stake of 40 shares — an estimated $5K sold.

Lowe Wealth Advisors first reported a position in VBR in Q3 2015 and held it in 2 quarters. The position peaked at $9K in Q3 2015. 685 funds tracked by Wall St. Rank hold VBR as of Q3 2019.

  • Lowe Wealth Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Lowe Wealth Advisors sold 40 Vanguard Small-Cap Value ETF shares in Q3 2019, an estimated $5K.
  • Lowe Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2015 and held it in 2 quarters.
  • Lowe Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $9K in Q3 2015.
  • 685 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2019.

Based on Lowe Wealth Advisors's 13F filing for Q3 2019, filed 8 Oct 2019.