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Meridian Wealth Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-71
Closed -$12K – 1215
2021
Q1 		$12K Buy
+71
New +$11.2K ﹤0.01% 406

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UBS Group
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MG
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AL
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Meridian Wealth Partners's VBR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2021, closing a stake of 71 shares — an estimated $12K sold.

Meridian Wealth Partners first reported a position in VBR in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 992 funds tracked by Wall St. Rank hold VBR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 71 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2021, an estimated $12K.
  • Meridian Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $12K in Q1 2021.
  • 992 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.