Aevitas Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Aevitas Wealth 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
2020 Q4	–	Sell	-2,945	Closed	-$453K	–	119
2020 Q3	$453K	Sell	2,945 -284	-9%	-$43.6K	0.37%	72
2020 Q2	$471K	Sell	3,229 -314	-9%	-$42.2K	0.44%	67
2020 Q1	$409K	Buy	3,543 +145	+4%	+$21.8K	0.46%	62
2019 Q4	$563K	Buy	3,398 +204	+6%	+$32.5K	0.53%	55
2019 Q3	$491K	Buy	3,194 +331	+12%	+$51.3K	0.49%	60
2019 Q2	$448K	Buy	2,863 +914	+47%	+$141K	0.45%	64
2019 Q1	$297K	Buy	1,949 +848	+77%	+$126K	0.26%	87
2018 Q4	$145K	Buy	1,101 +77	+8%	+$11.2K	0.15%	115
2018 Q3	$167K	Buy	1,024 +795	+347%	+$129K	0.15%	113
2018 Q2	$36K	Buy	229 +56	+32%	+$8.57K	0.04%	226
2018 Q1	$25K	Buy	173 +21	+14%	+$3.13K	0.03%	238
2017 Q4	$22K	Buy	+152	New	+$22K	0.02%	253

Other funds holding VB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's VB Position: Q4 2020 in Review

Aevitas Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q4 2020, closing a stake of 2,945 shares — an estimated $453K sold.

Aevitas Wealth Management first reported a position in VB in Q4 2017 and held it in 12 quarters. The position peaked at $563K in Q4 2019. 1,286 funds tracked by Wall St. Rank hold VB as of Q4 2020.

Aevitas Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
Aevitas Wealth Management sold 2,945 Vanguard Small-Cap ETF shares in Q4 2020, an estimated $453K.
Aevitas Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 12 quarters.
Aevitas Wealth Management's Vanguard Small-Cap ETF position peaked at $563K in Q4 2019.
1,286 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2020.

Based on Aevitas Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.