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Permanens Capital’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Permanens Capital’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
2021
Q3 		– Sell
-150
Closed -$43K – 104
2021
Q2 		$43K Hold
150
– – 0.01% 63
2021
Q1 		$41K Hold
150
– – 0.01% 78
2020
Q4 		$40K Sell
150
-150
-50% -$36.3K 0.01% 83
2020
Q3 		$64K Sell
300
-15
-5% -$3.17K 0.02% 72
2020
Q2 		$63K Sell
315
-125
-28% -$22.6K 0.02% 65
2020
Q1 		$66K Buy
440
+290
+193% +$53.8K 0.02% 56
2019
Q4 		$30K Hold
150
– – 0.01% 90
2019
Q3 		$27K Buy
150
+50
+50% +$9.31K 0.01% 66
2019
Q2 		$19K Buy
+100
New +$18.2K 0.01% 66

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return