Sterling Investment Advisors (Pennsylvania)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020 Q4	–	Sell	-182	Closed	-$20K	–	481
2020 Q3	$20K	Hold	182	–	–	0.01%	296
2020 Q2	$19K	Hold	182	–	–	0.01%	303
2020 Q1	$16K	Sell	182 -192	-51%	-$23.3K	0.01%	290
2019 Q4	$51K	Buy	374 +192	+105%	+$25.4K	0.02%	206
2019 Q3	$23K	Hold	182	–	–	0.01%	278
2019 Q2	$24K	Hold	182	–	–	0.01%	279
2019 Q1	$23K	Hold	182	–	–	0.01%	283
2018 Q4	$20K	Hold	182	–	–	0.01%	277
2018 Q3	$25K	Hold	182	–	–	0.01%	287
2018 Q2	$24K	Hold	182	–	–	0.01%	279
2018 Q1	$24K	Hold	182	–	–	0.01%	266
2017 Q4	$24K	Hold	182	–	–	0.01%	249
2017 Q3	$23K	Hold	182	–	–	0.02%	244
2017 Q2	$22K	Hold	182	–	–	0.01%	246
2017 Q1	$22K	Hold	182	–	–	0.02%	240
2016 Q4	$22K	Buy	+182	New	+$20.9K	0.02%	210

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VBR Position: Q4 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2020, closing a stake of 182 shares — an estimated $20K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VBR in Q4 2016 and held it in 16 quarters. The position peaked at $51K in Q4 2019. 901 funds tracked by Wall St. Rank hold VBR as of Q4 2020.

Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 182 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2020, an estimated $20K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2016 and held it in 16 quarters.
Sterling Investment Advisors (Pennsylvania)'s Vanguard Morningstar Small-Cap Value ETF position peaked at $51K in Q4 2019.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 21 Jan 2021.