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Tyler-Stone Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-20
Closed -$5K – 911
2024
Q2 		$5K Sell
20
-10
-33% -$2.5K ﹤0.01% 761
2024
Q1 		$7.82K Hold
30
– – ﹤0.01% 690
2023
Q4 		$7.25K Sell
30
-20
-40% -$4.34K ﹤0.01% 681
2023
Q3 		$11K Hold
50
– – 0.01% 601
2023
Q2 		$11K Buy
+50
New +$10.9K 0.01% 599
2022
Q4 		$10K Hold
50
– – 0.01% 563
2022
Q3 		$10K Hold
50
– – 0.01% 545
2022
Q2 		$10K Hold
50
– – 0.01% 564
2022
Q1 		$12K Hold
50
– – 0.01% 548
2021
Q4 		$14K Buy
+50
New +$14.3K 0.01% 547

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return