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WESPAC Advisors SoCal’s Vanguard Small-Cap Value ETF VBR Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-74
Closed -$9K – 292
2019
Q1 		$9K Buy
+74
New +$9.41K 0.01% 242
2018
Q4 		– Hold
0
– – – 253

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

WESPAC Advisors SoCal's VBR Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2019, closing a stake of 74 shares — an estimated $9K sold.

WESPAC Advisors SoCal first reported a position in VBR in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 677 funds tracked by Wall St. Rank hold VBR as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 74 Vanguard Small-Cap Value ETF shares in Q2 2019, an estimated $9K.
  • WESPAC Advisors SoCal first reported a position in Vanguard Small-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Vanguard Small-Cap Value ETF position peaked at $9K in Q1 2019.
  • 677 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.