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

Sequoia Wealth Management’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
2019 Q4	–	Sell	-2,433	Closed	-$313K	–	47
2019 Q3	$313K	Hold	2,433	–	–	0.64%	40
2019 Q2	$314K	Buy	2,433 +305	+14%	+$39.7K	0.3%	41
2019 Q1	$274K	Hold	2,128	–	–	0.22%	61
2018 Q4	$243K	Buy	+2,128	New	+$269K	0.24%	52

Other funds holding VBR

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Sequoia Wealth Management's VBR Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2019, closing a stake of 2,433 shares — an estimated $313K sold.

Sequoia Wealth Management first reported a position in VBR in Q4 2018 and held it in 4 quarters. The position peaked at $314K in Q2 2019. 777 funds tracked by Wall St. Rank hold VBR as of Q4 2019.

Sequoia Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 2,433 Vanguard Small-Cap Value ETF shares in Q4 2019, an estimated $313K.
Sequoia Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2018 and held it in 4 quarters.
Sequoia Wealth Management's Vanguard Small-Cap Value ETF position peaked at $314K in Q2 2019.
777 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.