Personal Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Personal Wealth Partners’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 Q4	–	Sell	-850	Closed	-$238K	–	81
2021 Q3	$238K	Buy	850 +1	+0.1%	+$286	0.1%	73
2021 Q2	$246K	Buy	849 +1	+0.1%	+$280	0.1%	71
2021 Q1	$233K	Hold	848	–	–	0.11%	69
2020 Q4	$227K	Buy	+848	New	+$205K	0.11%	63
2020 Q1	–	Sell	-610	Closed	-$121K	–	588
2019 Q4	$121K	Buy	610 +1	+0.2%	+$190	0.05%	95
2019 Q3	$111K	Buy	609 +2	+0.3%	+$372	0.05%	96
2019 Q2	$113K	Buy	+607	New	+$110K	0.05%	81

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Personal Wealth Partners's VBK Position: Q4 2021 in Review

Personal Wealth Partners sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2021, closing a stake of 850 shares — an estimated $238K sold.

Personal Wealth Partners first reported a position in VBK in Q2 2019 and held it in 7 quarters. The position peaked at $246K in Q2 2021. 897 funds tracked by Wall St. Rank hold VBK as of Q4 2021.

Personal Wealth Partners reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Personal Wealth Partners sold 850 Vanguard Small-Cap Growth ETF shares in Q4 2021, an estimated $238K.
Personal Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q2 2019 and held it in 7 quarters.
Personal Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $246K in Q2 2021.
897 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2021.

Based on Personal Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.