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Rockefeller Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Rockefeller Financial Services’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
2017
Q2 		– Sell
-3,775
Closed -$464K – 459
2017
Q1 		$464K Buy
+3,775
New +$464K 0.01% 247

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Rockefeller Financial Services's VBR Position: Q2 2017 in Review

Rockefeller Financial Services sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2017, closing a stake of 3,775 shares — an estimated $464K sold.

Rockefeller Financial Services first reported a position in VBR in Q1 2017 and held it in 1 quarter. The position peaked at $464K in Q1 2017. 479 funds tracked by Wall St. Rank hold VBR as of Q2 2017.

  • Rockefeller Financial Services reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 3,775 Vanguard Small-Cap Value ETF shares in Q2 2017, an estimated $464K.
  • Rockefeller Financial Services first reported a position in Vanguard Small-Cap Value ETF in Q1 2017 and held it in 1 quarter.
  • Rockefeller Financial Services's Vanguard Small-Cap Value ETF position peaked at $464K in Q1 2017.
  • 479 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2017.

Based on Rockefeller Financial Services's 13F filing for Q2 2017, filed 18 Jul 2017.