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Sowa Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-93
Closed -$13K – 213
2020
Q4 		$13K Hold
93
– – 0.01% 220
2020
Q3 		$10K Hold
93
– – 0.01% 223
2020
Q2 		$10K Hold
93
– – 0.01% 228
2020
Q1 		$8K Sell
93
-50
-35% -$6.07K 0.01% 228
2019
Q4 		$20K Buy
+143
New +$18.9K 0.02% 174

Other funds holding VBR

Bank of America
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Sowa Financial Group's VBR Position: Q1 2021 in Review

Sowa Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2021, closing a stake of 93 shares — an estimated $13K sold.

Sowa Financial Group first reported a position in VBR in Q4 2019 and held it in 5 quarters. The position peaked at $20K in Q4 2019. 976 funds tracked by Wall St. Rank hold VBR as of Q1 2021.

  • Sowa Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 93 Vanguard Small-Cap Value ETF shares in Q1 2021, an estimated $13K.
  • Sowa Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Vanguard Small-Cap Value ETF position peaked at $20K in Q4 2019.
  • 976 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.