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Phoenix Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Phoenix Wealth Advisors’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
2021
Q4 		– Sell
-23
Closed -$4K – 344
2021
Q3 		$4K Hold
23
– – ﹤0.01% 345
2021
Q2 		$4K Buy
+23
New +$3.99K ﹤0.01% 337

Other funds holding VBR

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Phoenix Wealth Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2021, closing a stake of 23 shares — an estimated $4K sold.

Phoenix Wealth Advisors first reported a position in VBR in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 1,141 funds tracked by Wall St. Rank hold VBR as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 23 Vanguard Small-Cap Value ETF shares in Q4 2021, an estimated $4K.
  • Phoenix Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2021 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $4K in Q3 2021.
  • 1,141 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2021.

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