AWM
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Altus Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Altus 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
Q3 		– Sell
-1,727
Closed -$252K – 36
2020
Q2 		$252K Buy
+1,727
New +$232K 0.28% 23
2020
Q1 		– Sell
-1,727
Closed -$286K – 35
2019
Q4 		$286K Buy
+1,727
New +$275K 0.28% 24

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Altus Wealth Management's VB Position: Q3 2020 in Review

Altus Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2020, closing a stake of 1,727 shares — an estimated $252K sold.

Altus Wealth Management first reported a position in VB in Q4 2019 and held it in 2 quarters. The position peaked at $286K in Q4 2019. 1,114 funds tracked by Wall St. Rank hold VB as of Q3 2020.

  • Altus Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Altus Wealth Management sold 1,727 Vanguard Morningstar Small-Cap ETF shares in Q3 2020, an estimated $252K.
  • Altus Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Altus Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $286K in Q4 2019.
  • 1,114 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2020.

Based on Altus Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.