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Phoenix Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Phoenix Wealth Advisors’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
-12
Closed -$3K – 343
2021
Q3 		$3K Hold
12
– – ﹤0.01% 356
2021
Q2 		$3K Buy
+12
New +$3.36K ﹤0.01% 350

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Phoenix Wealth Advisors's VBK Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2021, closing a stake of 12 shares — an estimated $3K sold.

Phoenix Wealth Advisors first reported a position in VBK in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 897 funds tracked by Wall St. Rank hold VBK as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 12 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2021, an estimated $3K.
  • Phoenix Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3K in Q3 2021.
  • 897 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.