Vickerman & Driscoll Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Vickerman & Driscoll Financial Advisors’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
2020 Q1	–	Sell	-1,224	Closed	-$243K	–	70
2019 Q4	$243K	Sell	1,224 -1,511	-55%	-$287K	0.12%	65
2019 Q3	$498K	Sell	2,735 -110	-4%	-$20.5K	0.27%	61
2019 Q2	$530K	Sell	2,845 -460	-14%	-$83.7K	0.29%	58
2019 Q1	$594K	Sell	3,305 -456	-12%	-$78.3K	0.34%	55
2018 Q4	$566K	Sell	3,761 -45	-1%	-$7.42K	0.44%	50
2018 Q3	$713K	Sell	3,806 -117	-3%	-$21.5K	0.5%	48
2018 Q2	$690K	Sell	3,923 -958	-20%	-$164K	0.5%	47
2018 Q1	$800K	Sell	4,881 -1,265	-21%	-$209K	0.59%	51
2017 Q4	$989K	Buy	+6,146	New	+$966K	0.78%	50

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VBK Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2020, closing a stake of 1,224 shares — an estimated $243K sold.

Vickerman & Driscoll Financial Advisors first reported a position in VBK in Q4 2017 and held it in 9 quarters. The position peaked at $989K in Q4 2017. 533 funds tracked by Wall St. Rank hold VBK as of Q1 2020.

Vickerman & Driscoll Financial Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 1,224 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2020, an estimated $243K.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and held it in 9 quarters.
Vickerman & Driscoll Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $989K in Q4 2017.
533 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.