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Monumental Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Monumental Financial 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
2023
Q2 		– Sell
-48
Closed -$8K – 81
2023
Q1 		$8K Buy
+48
New +$7.95K 0.01% 74

Other funds holding VBR

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Monumental Financial Group's VBR Position: Q2 2023 in Review

Monumental Financial Group sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2023, closing a stake of 48 shares — an estimated $8K sold.

Monumental Financial Group first reported a position in VBR in Q1 2023 and held it in 1 quarter. The position peaked at $8K in Q1 2023. 1,237 funds tracked by Wall St. Rank hold VBR as of Q2 2023.

  • Monumental Financial Group reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 48 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2023, an estimated $8K.
  • Monumental Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Monumental Financial Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $8K in Q1 2023.
  • 1,237 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.