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MBE Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-495
Closed -$43K – 491
2020
Q1 		$43K Buy
+495
New +$60K 0.04% 138

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MBE Wealth Management's VBR Position: Q2 2020 in Review

MBE Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2020, closing a stake of 495 shares — an estimated $43K sold.

MBE Wealth Management first reported a position in VBR in Q1 2020 and held it in 1 quarter. The position peaked at $43K in Q1 2020. 711 funds tracked by Wall St. Rank hold VBR as of Q2 2020.

  • MBE Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 495 Vanguard Small-Cap Value ETF shares in Q2 2020, an estimated $43K.
  • MBE Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Vanguard Small-Cap Value ETF position peaked at $43K in Q1 2020.
  • 711 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.