NewDay Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History

NewDay Solutions’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	$66K	Buy	+583	New	+$73.8K	0.06%	71

Other funds holding VBR

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

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

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

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

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

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

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

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

NewDay Solutions's VBR Position: Q4 2018 in Review

NewDay Solutions opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q4 2018: 583 shares worth $66K. The stake represents 0.06% of the portfolio and ranks #71 among its holdings.

661 funds tracked by Wall St. Rank hold VBR as of Q4 2018.

NewDay Solutions held 583 shares of Vanguard Small-Cap Value ETF worth $66K as of Q4 2018.
Vanguard Small-Cap Value ETF was a new NewDay Solutions position in Q4 2018.
Vanguard Small-Cap Value ETF made up 0.06% of NewDay Solutions's portfolio in Q4 2018, its #71 holding.
661 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2018.

Based on NewDay Solutions's 13F filing for Q4 2018, filed 14 Feb 2019.