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Perkins Coie Trust Company’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Perkins Coie Trust Company’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
2022
Q1 		– Sell
-200
Closed -$56K – 244
2021
Q4 		$56K Hold
200
– – 0.02% 135
2021
Q3 		$56K Hold
200
– – 0.02% 142
2021
Q2 		$58K Buy
+200
New +$55.9K 0.02% 145

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Perkins Coie Trust Company's VBK Position: Q1 2022 in Review

Perkins Coie Trust Company sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2022, closing a stake of 200 shares — an estimated $56K sold.

Perkins Coie Trust Company first reported a position in VBK in Q2 2021 and held it in 3 quarters. The position peaked at $58K in Q2 2021. 855 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

  • Perkins Coie Trust Company reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Perkins Coie Trust Company sold 200 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $56K.
  • Perkins Coie Trust Company first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and held it in 3 quarters.
  • Perkins Coie Trust Company's Vanguard Morningstar Small-Cap Growth ETF position peaked at $58K in Q2 2021.
  • 855 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Perkins Coie Trust Company's 13F filing for Q1 2022, filed 15 Apr 2022.