Your Advocates Ltd’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Your Advocates Ltd’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
2023 Q4	–	Sell	-5	Closed	-$797	–	284
2023 Q3	$797	Buy	+5	New	+$836	﹤0.01%	228

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Your Advocates Ltd's VBR Position: Q4 2023 in Review

Your Advocates Ltd sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2023, closing a stake of 5 shares — an estimated $797 sold.

Your Advocates Ltd first reported a position in VBR in Q3 2023 and held it in 1 quarter. The position peaked at $797 in Q3 2023. 1,380 funds tracked by Wall St. Rank hold VBR as of Q4 2023.

Your Advocates Ltd reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 5 Vanguard Small-Cap Value ETF shares in Q4 2023, an estimated $797.
Your Advocates Ltd first reported a position in Vanguard Small-Cap Value ETF in Q3 2023 and held it in 1 quarter.
Your Advocates Ltd's Vanguard Small-Cap Value ETF position peaked at $797 in Q3 2023.
1,380 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.