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Shelton Capital Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Shelton Capital 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
2020
Q3 		– Sell
-1,100
Closed -$220K – 799
2020
Q2 		$220K Buy
+1,100
New +$199K 0.01% 562

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Envestnet Asset Management
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BDF
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Shelton Capital Management's VBK Position: Q3 2020 in Review

Shelton Capital Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2020, closing a stake of 1,100 shares — an estimated $220K sold.

Shelton Capital Management first reported a position in VBK in Q2 2020 and held it in 1 quarter. The position peaked at $220K in Q2 2020. 634 funds tracked by Wall St. Rank hold VBK as of Q3 2020.

  • Shelton Capital Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Shelton Capital Management sold 1,100 Vanguard Small-Cap Growth ETF shares in Q3 2020, an estimated $220K.
  • Shelton Capital Management first reported a position in Vanguard Small-Cap Growth ETF in Q2 2020 and held it in 1 quarter.
  • Shelton Capital Management's Vanguard Small-Cap Growth ETF position peaked at $220K in Q2 2020.
  • 634 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2020.

Based on Shelton Capital Management's 13F filing for Q3 2020, filed 9 Nov 2020.