Washington Trust Bank’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Washington Trust Bank’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
2018 Q4	–	Sell	-2,270	Closed	-$316K	–	662
2018 Q3	$316K	Hold	2,270	–	–	0.05%	173
2018 Q2	$308K	Hold	2,270	–	–	0.04%	182
2018 Q1	$294K	Buy	2,270 +1,399	+161%	+$185K	0.04%	183
2017 Q4	$116K	Buy	+871	New	+$113K	0.02%	293
2016 Q3	–	Sell	-22	Closed	-$2K	–	1184
2016 Q2	$2K	Buy	+22	New	+$2.28K	﹤0.01%	758

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return