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NexWave Capital Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

NexWave Capital 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
2020
Q1 		– Sell
-7,959
Closed -$1.09M – 36
2019
Q4 		$1.09M Buy
+7,959
New +$1.05M 1.31% 17

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Envestnet Asset Management
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AF
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NexWave Capital Partners's VBR Position: Q1 2020 in Review

NexWave Capital Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2020, closing a stake of 7,959 shares — an estimated $1.09M sold.

NexWave Capital Partners first reported a position in VBR in Q4 2019 and held it in 1 quarter. The position peaked at $1.09M in Q4 2019. 691 funds tracked by Wall St. Rank hold VBR as of Q1 2020.

  • NexWave Capital Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • NexWave Capital Partners sold 7,959 Vanguard Small-Cap Value ETF shares in Q1 2020, an estimated $1.09M.
  • NexWave Capital Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • NexWave Capital Partners's Vanguard Small-Cap Value ETF position peaked at $1.09M in Q4 2019.
  • 691 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2020.

Based on NexWave Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.