TCWP’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

TCWP’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 Q2	–	Sell	-87	Closed	-$21K	–	1678
2022 Q1	$21K	Buy	+87	New	+$21.4K	﹤0.01%	696

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

TCWP's VBK Position: Q2 2022 in Review

TCWP sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2022, closing a stake of 87 shares — an estimated $21K sold.

TCWP first reported a position in VBK in Q1 2022 and held it in 1 quarter. The position peaked at $21K in Q1 2022. 807 funds tracked by Wall St. Rank hold VBK as of Q2 2022.

TCWP reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 87 Vanguard Small-Cap Growth ETF shares in Q2 2022, an estimated $21K.
TCWP first reported a position in Vanguard Small-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
TCWP's Vanguard Small-Cap Growth ETF position peaked at $21K in Q1 2022.
807 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.