Professional Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-221	Closed	-$32K	–	440
2022 Q3	$32K	Buy	221 +1	+0.5%	+$159	0.02%	178
2022 Q2	$33K	Buy	220 +36	+20%	+$5.9K	0.02%	183
2022 Q1	$32K	Buy	184 +1	+0.5%	+$174	0.01%	184
2021 Q4	$33K	Buy	183 +1	+0.5%	+$178	0.01%	200
2021 Q3	$31K	Buy	182 +1	+0.6%	+$171	0.02%	176
2021 Q2	$31K	Hold	181	–	–	0.02%	180
2021 Q1	$30K	Buy	181 +1	+0.6%	+$158	0.02%	163
2020 Q4	$26K	Buy	180 +1	+0.6%	+$129	0.02%	170
2020 Q3	$20K	Buy	+179	New	+$20.1K	0.02%	170

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Professional Financial Advisors's VBR Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2022, closing a stake of 221 shares — an estimated $32K sold.

Professional Financial Advisors first reported a position in VBR in Q3 2020 and held it in 9 quarters. The position peaked at $33K in Q2 2022. 1,220 funds tracked by Wall St. Rank hold VBR as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 221 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2022, an estimated $32K.
Professional Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $33K in Q2 2022.
1,220 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.