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Weaver Consulting Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-100
Closed -$22K – 871
2020
Q3 		$22K Hold
100
– – 0.01% 389
2020
Q2 		$20K Buy
+100
New +$18.1K 0.01% 389

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Weaver Consulting Group's VBK Position: Q4 2020 in Review

Weaver Consulting Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2020, closing a stake of 100 shares — an estimated $22K sold.

Weaver Consulting Group first reported a position in VBK in Q2 2020 and held it in 2 quarters. The position peaked at $22K in Q3 2020. 723 funds tracked by Wall St. Rank hold VBK as of Q4 2020.

  • Weaver Consulting Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 100 Vanguard Small-Cap Growth ETF shares in Q4 2020, an estimated $22K.
  • Weaver Consulting Group first reported a position in Vanguard Small-Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's Vanguard Small-Cap Growth ETF position peaked at $22K in Q3 2020.
  • 723 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.