MPS Loria Financial Planners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

MPS Loria Financial Planners’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-770	Closed	-$201K	–	84
2024 Q1	$201K	Buy	+770	New	+$189K	0.07%	80
2021 Q2	–	Sell	-682	Closed	-$187K	–	542
2021 Q1	$187K	Buy	682 +5	+0.7%	+$1.41K	0.09%	85
2020 Q4	$178K	Hold	677	–	–	0.08%	81
2020 Q3	$146K	Sell	677 -20	-3%	-$4.22K	0.08%	80
2020 Q2	$139K	Buy	+697	New	+$126K	0.07%	85
2017 Q3	–	Sell	-476	Closed	-$69K	–	322
2017 Q2	$69K	Buy	+476	New	+$68.2K	0.05%	128

Other funds holding VBK

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

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

MPS Loria Financial Planners's VBK Position: Q2 2024 in Review

MPS Loria Financial Planners sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2024, closing a stake of 770 shares — an estimated $201K sold.

MPS Loria Financial Planners first reported a position in VBK in Q2 2017 and held it in 6 quarters. The position peaked at $201K in Q1 2024. 980 funds tracked by Wall St. Rank hold VBK as of Q2 2024.

MPS Loria Financial Planners reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
MPS Loria Financial Planners sold 770 Vanguard Small-Cap Growth ETF shares in Q2 2024, an estimated $201K.
MPS Loria Financial Planners first reported a position in Vanguard Small-Cap Growth ETF in Q2 2017 and held it in 6 quarters.
MPS Loria Financial Planners's Vanguard Small-Cap Growth ETF position peaked at $201K in Q1 2024.
980 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2024.

Based on MPS Loria Financial Planners's 13F filing for Q2 2024, filed 10 Jul 2024.