All Terrain Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

All Terrain Financial Advisors’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 Q1	–	Sell	-2,097	Closed	-$347K	–	227
2019 Q4	$347K	Sell	2,097 -34	-2%	-$5.42K	0.11%	101
2019 Q3	$328K	Hold	2,131	–	–	0.11%	104
2019 Q2	$334K	Hold	2,131	–	–	0.11%	102
2019 Q1	$326K	Sell	2,131 -530	-20%	-$78.8K	0.11%	112
2018 Q4	$351K	Sell	2,661 -653	-20%	-$95.1K	0.14%	90
2018 Q3	$539K	Sell	3,314 -86	-3%	-$13.9K	0.22%	75
2018 Q2	$529K	Hold	3,400	–	–	0.24%	78
2018 Q1	$500K	Sell	3,400 -172	-5%	-$25.7K	0.23%	81
2017 Q4	$528K	Buy	+3,572	New	+$517K	0.24%	74

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

All Terrain Financial Advisors's VB Position: Q1 2020 in Review

All Terrain Financial Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2020, closing a stake of 2,097 shares — an estimated $347K sold.

All Terrain Financial Advisors first reported a position in VB in Q4 2017 and held it in 9 quarters. The position peaked at $539K in Q3 2018. 1,046 funds tracked by Wall St. Rank hold VB as of Q1 2020.

All Terrain Financial Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
All Terrain Financial Advisors sold 2,097 Vanguard Small-Cap ETF shares in Q1 2020, an estimated $347K.
All Terrain Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 9 quarters.
All Terrain Financial Advisors's Vanguard Small-Cap ETF position peaked at $539K in Q3 2018.
1,046 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2020.

Based on All Terrain Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.