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RRC
Relaxing Retirement Coach’s
Vanguard Small-Cap Growth ETF
VBK
Stock Holding History
Relaxing Retirement Coach’s Portfolio
VBK Stock Details
VBK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
$1.57M
Buy
6,844
+4
+0.1%
+$870
0.47%
24
2023
Q1
$1.48M
Sell
6,840
-12
-0.2%
-$2.59K
0.49%
25
2022
Q4
$1.37M
Sell
6,852
-26
-0.4%
-$5.32K
0.51%
27
2022
Q3
$1.34M
Buy
6,878
+3
+0%
+$644
0.63%
24
2022
Q2
$1.35M
Sell
6,875
-54
-0.8%
-$11.7K
0.68%
25
2022
Q1
$1.72M
Sell
6,929
-509
-7%
-$125K
0.88%
22
2021
Q4
$2.1M
Buy
7,438
+2
+0%
+$574
1.2%
20
2021
Q3
$2.08M
Hold
7,436
–
–
1.71%
19
2021
Q2
$2.15M
Buy
7,436
+1
+0%
+$280
1.83%
18
2021
Q1
$2.04M
Sell
7,435
-701
-9%
-$198K
2.33%
16
2020
Q4
$2.18M
Sell
8,136
-8,156
-50%
-$1.97M
2.38%
17
2020
Q3
$3.5M
Buy
16,292
+8,081
+98%
+$1.71M
1.53%
29
2020
Q2
$1.64M
Sell
8,211
-1,407
-15%
-$254K
1.15%
33
2020
Q1
$1.45M
Sell
9,618
-371
-4%
-$68.9K
0.89%
32
2019
Q4
$1.99M
Sell
9,989
-311
-3%
-$59K
0.58%
32
2019
Q3
$1.87M
Sell
10,300
-722
-7%
-$134K
0.58%
32
2019
Q2
$2.05M
Buy
11,022
+2
+0%
+$364
0.63%
32
2019
Q1
$1.98M
Sell
11,020
-300
-3%
-$51.5K
0.62%
32
2018
Q4
$1.71M
Sell
11,320
-1,040
-8%
-$172K
0.58%
33
2018
Q3
$2.32M
Sell
12,360
-1,010
-8%
-$186K
0.69%
33
2018
Q2
$2.35M
Buy
+13,370
New
+$2.29M
0.73%
33
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$1.37T AUM
24.88%
1-Year Est. Return
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$208B AUM
16.12%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Corient Private Wealth
Miami, Florida
$69.9B AUM
22.19%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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