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LWS Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

LWS Wealth Advisors’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
2020
Q1 		– Sell
-261
Closed -$52K – 77
2019
Q4 		$52K Buy
+261
New +$49.5K 0.03% 68

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

LWS Wealth Advisors's VBK Position: Q1 2020 in Review

LWS Wealth Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2020, closing a stake of 261 shares — an estimated $52K sold.

LWS Wealth Advisors first reported a position in VBK in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 533 funds tracked by Wall St. Rank hold VBK as of Q1 2020.

  • LWS Wealth Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 261 Vanguard Small-Cap Growth ETF shares in Q1 2020, an estimated $52K.
  • LWS Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $52K in Q4 2019.
  • 533 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.