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Planned Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Planned Solutions’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
Q1 		– Sell
-12
Closed -$2K – 391
2020
Q4 		$2K Hold
12
– – ﹤0.01% 442
2020
Q3 		$1K Buy
+12
New +$1.34K ﹤0.01% 330

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Planned Solutions's VBR Position: Q1 2021 in Review

Planned Solutions sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2021, closing a stake of 12 shares — an estimated $2K sold.

Planned Solutions first reported a position in VBR in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 976 funds tracked by Wall St. Rank hold VBR as of Q1 2021.

  • Planned Solutions reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 12 Vanguard Small-Cap Value ETF shares in Q1 2021, an estimated $2K.
  • Planned Solutions first reported a position in Vanguard Small-Cap Value ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's Vanguard Small-Cap Value ETF position peaked at $2K in Q4 2020.
  • 976 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.