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PCA Investment Advisory Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-176
Closed -$29.1K – 399
2023
Q2 		$29.1K Buy
+176
New +$27.7K 0.02% 310

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Jones Financial Companies
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AssetMark Inc
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA Investment Advisory Services's VBR Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2023, closing a stake of 176 shares — an estimated $29.1K sold.

PCA Investment Advisory Services first reported a position in VBR in Q2 2023 and held it in 1 quarter. The position peaked at $29.1K in Q2 2023. 1,233 funds tracked by Wall St. Rank hold VBR as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 176 Vanguard Small-Cap Value ETF shares in Q3 2023, an estimated $29.1K.
  • PCA Investment Advisory Services first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Vanguard Small-Cap Value ETF position peaked at $29.1K in Q2 2023.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.