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Principle Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-112
Closed -$12K – 411
2020
Q2 		$12K Buy
+112
New +$11.2K ﹤0.01% 394

Other funds holding VBR

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Bank of America
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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Principle Wealth Partners's VBR Position: Q3 2020 in Review

Principle Wealth Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2020, closing a stake of 112 shares — an estimated $12K sold.

Principle Wealth Partners first reported a position in VBR in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 737 funds tracked by Wall St. Rank hold VBR as of Q3 2020.

  • Principle Wealth Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 112 Vanguard Small-Cap Value ETF shares in Q3 2020, an estimated $12K.
  • Principle Wealth Partners first reported a position in Vanguard Small-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Vanguard Small-Cap Value ETF position peaked at $12K in Q2 2020.
  • 737 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.