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Measured Wealth Private Client Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-635
Closed -$88K – 681
2018
Q3 		$88K Buy
+635
New +$89K 0.05% 255

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Measured Wealth Private Client Group's VBR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2018, closing a stake of 635 shares — an estimated $88K sold.

Measured Wealth Private Client Group first reported a position in VBR in Q3 2018 and held it in 1 quarter. The position peaked at $88K in Q3 2018. 661 funds tracked by Wall St. Rank hold VBR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 635 Vanguard Small-Cap Value ETF shares in Q4 2018, an estimated $88K.
  • Measured Wealth Private Client Group first reported a position in Vanguard Small-Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Vanguard Small-Cap Value ETF position peaked at $88K in Q3 2018.
  • 661 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.