20/20 Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

20/20 Capital Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$363K	Buy	1,611 +75	+5%	+$16.6K	0.09%	120
2021 Q1	$329K	Sell	1,536 -14	-0.9%	-$2.95K	0.1%	125
2020 Q4	$319K	Sell	1,550 -148	-9%	-$26.1K	0.09%	128
2020 Q3	$261K	Hold	1,698	–	–	0.1%	126
2020 Q2	$268K	Sell	1,698 -372	-18%	-$50K	0.1%	116
2020 Q1	$271K	Hold	2,070	–	–	0.12%	117
2019 Q4	$347K	Buy	+2,070	New	+$330K	0.14%	107

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

20/20 Capital Management's VB Position: Q2 2021 in Review

20/20 Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.9% in Q2 2021, buying an estimated $16.6K and bringing the position to 1,611 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #120.

20/20 Capital Management first reported a position in VB in Q4 2019 and has held it in 7 quarters since. 1,391 funds tracked by Wall St. Rank hold VB as of Q2 2021.

20/20 Capital Management held 1,611 shares of Vanguard Morningstar Small-Cap ETF worth $363K as of Q2 2021.
20/20 Capital Management bought 75 Vanguard Morningstar Small-Cap ETF shares in Q2 2021, an estimated $16.6K.
Vanguard Morningstar Small-Cap ETF made up 0.09% of 20/20 Capital Management's portfolio in Q2 2021, its #120 holding.
20/20 Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
1,391 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.