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Progressive Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Progressive Investment Management’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
Q2 		– Sell
-897
Closed -$158K – 55
2022
Q1 		$158K Hold
897
– – 0.05% 53
2021
Q4 		$160K Hold
897
– – 0.04% 54
2021
Q3 		$152K Buy
+897
New +$154K 0.05% 53

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Progressive Investment Management's VBR Position: Q2 2022 in Review

Progressive Investment Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2022, closing a stake of 897 shares — an estimated $158K sold.

Progressive Investment Management first reported a position in VBR in Q3 2021 and held it in 3 quarters. The position peaked at $160K in Q4 2021. 1,137 funds tracked by Wall St. Rank hold VBR as of Q2 2022.

  • Progressive Investment Management reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Progressive Investment Management sold 897 Vanguard Small-Cap Value ETF shares in Q2 2022, an estimated $158K.
  • Progressive Investment Management first reported a position in Vanguard Small-Cap Value ETF in Q3 2021 and held it in 3 quarters.
  • Progressive Investment Management's Vanguard Small-Cap Value ETF position peaked at $160K in Q4 2021.
  • 1,137 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2022.

Based on Progressive Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.