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

Vickerman & Driscoll 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
2020 Q1	–	Sell	-1,618	Closed	-$222K	–	71
2019 Q4	$222K	Sell	1,618 -1,990	-55%	-$264K	0.11%	68
2019 Q3	$465K	Sell	3,608 -157	-4%	-$20.1K	0.26%	64
2019 Q2	$491K	Sell	3,765 -455	-11%	-$59.2K	0.27%	62
2019 Q1	$543K	Sell	4,220 -560	-12%	-$71.2K	0.31%	60
2018 Q4	$545K	Buy	4,780 +22	+0.5%	+$2.78K	0.42%	53
2018 Q3	$663K	Sell	4,758 -4	-0.1%	-$561	0.46%	50
2018 Q2	$647K	Sell	4,762 -967	-17%	-$130K	0.47%	49
2018 Q1	$741K	Sell	5,729 -1,495	-21%	-$198K	0.55%	56
2017 Q4	$959K	Buy	+7,224	New	+$940K	0.75%	54

Other funds holding VBR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Vickerman & Driscoll Financial Advisors sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2020, closing a stake of 1,618 shares — an estimated $222K sold.

Vickerman & Driscoll Financial Advisors first reported a position in VBR in Q4 2017 and held it in 9 quarters. The position peaked at $959K in Q4 2017. 692 funds tracked by Wall St. Rank hold VBR as of Q1 2020.

Vickerman & Driscoll Financial Advisors reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 1,618 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2020, an estimated $222K.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and held it in 9 quarters.
Vickerman & Driscoll Financial Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $959K in Q4 2017.
692 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2020.

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