RVW Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-499	Closed	-$79.6K	–	351
2023 Q3	$79.6K	Buy	+499	New	+$83.4K	0.01%	193

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

RVW Wealth's VBR Position: Q4 2023 in Review

RVW Wealth sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2023, closing a stake of 499 shares — an estimated $79.6K sold.

RVW Wealth first reported a position in VBR in Q3 2023 and held it in 1 quarter. The position peaked at $79.6K in Q3 2023. 1,380 funds tracked by Wall St. Rank hold VBR as of Q4 2023.

RVW Wealth reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 499 Vanguard Small-Cap Value ETF shares in Q4 2023, an estimated $79.6K.
RVW Wealth first reported a position in Vanguard Small-Cap Value ETF in Q3 2023 and held it in 1 quarter.
RVW Wealth's Vanguard Small-Cap Value ETF position peaked at $79.6K in Q3 2023.
1,380 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.