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Retirement Income Solutions’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Retirement Income Solutions’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
2022
Q2 		– Sell
-939
Closed -$233K – 125
2022
Q1 		$233K Hold
939
– – 0.06% 106
2021
Q4 		$265K Buy
+939
New +$269K 0.07% 100

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Envestnet Asset Management
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AssetMark Inc
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Retirement Income Solutions's VBK Position: Q2 2022 in Review

Retirement Income Solutions sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 939 shares — an estimated $233K sold.

Retirement Income Solutions first reported a position in VBK in Q4 2021 and held it in 2 quarters. The position peaked at $265K in Q4 2021. 808 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

  • Retirement Income Solutions reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Income Solutions sold 939 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2022, an estimated $233K.
  • Retirement Income Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Retirement Income Solutions's Vanguard Morningstar Small-Cap Growth ETF position peaked at $265K in Q4 2021.
  • 808 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2022.

Based on Retirement Income Solutions's 13F filing for Q2 2022, filed 16 Aug 2022.