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Piershale Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Piershale Financial Group’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
2016
Q1 		– Sell
-153
Closed -$15K – 207
2015
Q4 		$15K Buy
153
+3
+2% +$306 0.01% 91
2015
Q3 		$15K Buy
+150
New +$15.6K 0.01% 61

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return

Piershale Financial Group's VBR Position: Q1 2016 in Review

Piershale Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2016, closing a stake of 153 shares — an estimated $15K sold.

Piershale Financial Group first reported a position in VBR in Q3 2015 and held it in 2 quarters. The position peaked at $15K in Q4 2015. 336 funds tracked by Wall St. Rank hold VBR as of Q1 2016.

  • Piershale Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2016 after selling out during the quarter.
  • Piershale Financial Group sold 153 Vanguard Small-Cap Value ETF shares in Q1 2016, an estimated $15K.
  • Piershale Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q3 2015 and held it in 2 quarters.
  • Piershale Financial Group's Vanguard Small-Cap Value ETF position peaked at $15K in Q4 2015.
  • 336 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2016.

Based on Piershale Financial Group's 13F filing for Q1 2016, filed 15 Apr 2016.