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

MinichMacGregor 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
2023 Q1	–	Sell	-37	Closed	-$5.88K	–	623
2022 Q4	$5.88K	Buy	+37	New	+$5.89K	﹤0.01%	469
2022 Q2	–	Sell	-49,633	Closed	-$8.73M	–	98
2022 Q1	$8.73M	Buy	+49,633	New	+$8.63M	2.79%	11
2018 Q2	–	Sell	-280	Closed	-$36K	–	587
2018 Q1	$36K	Hold	280	–	–	0.03%	137
2017 Q4	$37K	Hold	280	–	–	0.03%	132
2017 Q3	$35K	Hold	280	–	–	0.03%	134
2017 Q2	$34K	Hold	280	–	–	0.03%	126
2017 Q1	$34K	Hold	280	–	–	0.03%	129
2016 Q4	$33K	Hold	280	–	–	0.03%	136
2016 Q3	$30K	Hold	280	–	–	0.03%	151
2016 Q2	$29K	Hold	280	–	–	0.03%	149
2016 Q1	$28K	Buy	280 +190	+211%	+$17.9K	0.03%	148
2015 Q4	$9K	Buy	+90	New	+$9.18K	0.01%	248

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MinichMacGregor Wealth Management's VBR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2023, closing a stake of 37 shares — an estimated $5.88K sold.

MinichMacGregor Wealth Management first reported a position in VBR in Q4 2015 and held it in 12 quarters. The position peaked at $8.73M in Q1 2022. 1,205 funds tracked by Wall St. Rank hold VBR as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 37 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2023, an estimated $5.88K.
MinichMacGregor Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $8.73M in Q1 2022.
1,205 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.