Peak Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Peak Capital Management’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	–	Sell	-3	Closed	–	–	65
2018 Q3	$0	Hold	3	–	–	﹤0.01%	163
2018 Q2	$0	Hold	3	–	–	﹤0.01%	189
2018 Q1	$0	Buy	+3	New	+$398	﹤0.01%	97

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

Peak Capital Management's VBR Position: Q4 2018 in Review

Peak Capital Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2018, closing a stake of 3 shares.

Peak Capital Management first reported a position in VBR in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 661 funds tracked by Wall St. Rank hold VBR as of Q4 2018.

Peak Capital Management reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Peak Capital Management sold 3 Vanguard Small-Cap Value ETF shares in Q4 2018.
Peak Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2018 and held it in 3 quarters.
Peak Capital Management's Vanguard Small-Cap Value ETF position peaked at $0 in Q3 2018.
661 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.