SWM
VBK icon

Selective Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-8
Closed -$2K – 693
2022
Q3 		$2K Sell
8
-10
-56% -$2.15K ﹤0.01% 693
2022
Q2 		$4K Hold
18
– – ﹤0.01% 658
2022
Q1 		$4K Hold
18
– – ﹤0.01% 622
2021
Q4 		$5K Hold
18
– – ﹤0.01% 556
2021
Q3 		$5K Hold
18
– – ﹤0.01% 500
2021
Q2 		$5K Buy
18
+10
+125% +$2.8K ﹤0.01% 412
2021
Q1 		$2K Hold
8
– – ﹤0.01% 366
2020
Q4 		$2K Hold
8
– – ﹤0.01% 348
2020
Q3 		$2K Hold
8
– – ﹤0.01% 291
2020
Q2 		$2K Hold
8
– – ﹤0.01% 391
2020
Q1 		$1K Hold
8
– – ﹤0.01% 324
2019
Q4 		$2K Hold
8
– – ﹤0.01% 300
2019
Q3 		$1K Buy
+8
New +$1.49K ﹤0.01% 329

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return