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Stokes & Hubbell Capital Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Stokes & Hubbell Capital Management’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$3.67M Sell
57,686
-45,138
-44% -$2.88M 0.77% 37
2018
Q4 		$5.84M Buy
102,824
+3,956
+4% +$253K 1.32% 19
2018
Q3 		$7.17M Buy
98,868
+7,592
+8% +$553K 1.49% 16
2018
Q2 		$6.43M Buy
91,276
+27,850
+44% +$1.92M 1.46% 15
2018
Q1 		$4.14M Buy
63,426
+34,442
+119% +$2.28M 0.96% 31
2017
Q4 		$1.92M Buy
28,984
+7,002
+32% +$455K 0.46% 49
2017
Q3 		$1.42M Buy
+21,982
New +$1.32M 0.37% 54

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ODIJL
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UBS Group
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return