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WR Wealth Planners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-1
Closed -$192 – 1222
2024
Q1 		$192 Buy
+1
New +$180 ﹤0.01% 1131
2023
Q4 		– Sell
-86
Closed -$13.7K – 830
2023
Q3 		$13.7K Buy
86
+85
+8,500% +$14.2K 0.01% 489
2023
Q2 		$165 Buy
+1
New +$157 ﹤0.01% 874
2022
Q2 		– Sell
-5
Closed -$880 – 547
2022
Q1 		$880 Buy
+5
New +$869 ﹤0.01% 465

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WR Wealth Planners's VBR Position: Q2 2024 in Review

WR Wealth Planners sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2024, closing a stake of 1 share — an estimated $192 sold.

WR Wealth Planners first reported a position in VBR in Q1 2022 and held it in 4 quarters. The position peaked at $13.7K in Q3 2023. 1,365 funds tracked by Wall St. Rank hold VBR as of Q2 2024.

  • WR Wealth Planners reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 1 Vanguard Small-Cap Value ETF share in Q2 2024, an estimated $192.
  • WR Wealth Planners first reported a position in Vanguard Small-Cap Value ETF in Q1 2022 and held it in 4 quarters.
  • WR Wealth Planners's Vanguard Small-Cap Value ETF position peaked at $13.7K in Q3 2023.
  • 1,365 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.