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Smith Anglin Financial’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Smith Anglin Financial’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
2021
Q4 		– Sell
-1,501
Closed -$254K – 155
2021
Q3 		$254K Buy
+1,501
New +$257K 0.05% 118

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Envestnet Asset Management
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AssetMark Inc
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HMH
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Smith Anglin Financial's VBR Position: Q4 2021 in Review

Smith Anglin Financial sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2021, closing a stake of 1,501 shares — an estimated $254K sold.

Smith Anglin Financial first reported a position in VBR in Q3 2021 and held it in 1 quarter. The position peaked at $254K in Q3 2021. 1,141 funds tracked by Wall St. Rank hold VBR as of Q4 2021.

  • Smith Anglin Financial reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Smith Anglin Financial sold 1,501 Vanguard Small-Cap Value ETF shares in Q4 2021, an estimated $254K.
  • Smith Anglin Financial first reported a position in Vanguard Small-Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • Smith Anglin Financial's Vanguard Small-Cap Value ETF position peaked at $254K in Q3 2021.
  • 1,141 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2021.

Based on Smith Anglin Financial's 13F filing for Q4 2021, filed 31 Jan 2022.