Tyler-Stone Wealth Management’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tyler-Stone Wealth Management's VBK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2024, closing a stake of 20 shares — an estimated $5K sold.

Tyler-Stone Wealth Management first reported a position in VBK in Q4 2021 and held it in 10 quarters. The position peaked at $14K in Q4 2021. 1,024 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 20 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2024, an estimated $5K.
Tyler-Stone Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $14K in Q4 2021.
1,024 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.