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Teamwork Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Teamwork Financial Advisors’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
Q3 		– Sell
-2,700
Closed -$469K – 286
2021
Q2 		$469K Buy
+2,700
New +$468K 0.1% 157

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Morgan Stanley
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Envestnet Asset Management
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AssetMark Inc
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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
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EWA
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Teamwork Financial Advisors's VBR Position: Q3 2021 in Review

Teamwork Financial Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2021, closing a stake of 2,700 shares — an estimated $469K sold.

Teamwork Financial Advisors first reported a position in VBR in Q2 2021 and held it in 1 quarter. The position peaked at $469K in Q2 2021. 988 funds tracked by Wall St. Rank hold VBR as of Q3 2021.

  • Teamwork Financial Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,700 Vanguard Small-Cap Value ETF shares in Q3 2021, an estimated $469K.
  • Teamwork Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2021 and held it in 1 quarter.
  • Teamwork Financial Advisors's Vanguard Small-Cap Value ETF position peaked at $469K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2021.

Based on Teamwork Financial Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.