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Sovereign Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sovereign Financial Group’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
Q1 		– Sell
-1,025
Closed -$289K – 231
2021
Q4 		$289K Buy
+1,025
New +$294K 0.12% 165

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Sovereign Financial Group's VBK Position: Q1 2022 in Review

Sovereign Financial Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2022, closing a stake of 1,025 shares — an estimated $289K sold.

Sovereign Financial Group first reported a position in VBK in Q4 2021 and held it in 1 quarter. The position peaked at $289K in Q4 2021. 855 funds tracked by Wall St. Rank hold VBK as of Q1 2022.

  • Sovereign Financial Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Sovereign Financial Group sold 1,025 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $289K.
  • Sovereign Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Sovereign Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $289K in Q4 2021.
  • 855 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Sovereign Financial Group's 13F filing for Q1 2022, filed 16 May 2022.