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Ameraudi Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ameraudi Asset 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
2024
Q4 		– Sell
-2,033
Closed -$482K – 59
2024
Q3 		$482K Sell
2,033
-7,371
-78% -$1.67M 0.22% 38
2024
Q2 		$2.05M Sell
9,404
-598
-6% -$131K 0.93% 23
2024
Q1 		$2.29M Sell
10,002
-54
-0.5% -$11.6K 1.06% 22
2023
Q4 		$2.15M Buy
10,056
+3,043
+43% +$586K 0.94% 25
2023
Q3 		$1.33M Sell
7,013
-685
-9% -$136K 0.63% 27
2023
Q2 		$1.53M Buy
7,698
+479
+7% +$90.5K 0.67% 26
2023
Q1 		$1.37M Sell
7,219
-499
-6% -$96.8K 0.6% 29
2022
Q4 		$1.42M Buy
7,718
+184
+2% +$34.1K 0.61% 27
2022
Q3 		$1.29M Sell
7,534
-606
-7% -$114K 0.58% 33
2022
Q2 		$1.43M Buy
8,140
+704
+9% +$136K 0.59% 32
2022
Q1 		$1.58M Buy
7,436
+129
+2% +$27.2K 0.57% 33
2021
Q4 		$1.65M Buy
7,307
+659
+10% +$150K 0.63% 28
2021
Q3 		$1.45M Buy
6,648
+468
+8% +$104K 0.62% 30
2021
Q2 		$1.39M Sell
6,180
-455
-7% -$101K 0.59% 35
2021
Q1 		$1.42M Sell
6,635
-1,546
-19% -$326K 0.65% 29
2020
Q4 		$1.59M Buy
8,181
+391
+5% +$69K 0.75% 27
2020
Q3 		$1.2M Sell
7,790
-6
-0.1% -$922 0.72% 25
2020
Q2 		$1.14M Buy
7,796
+345
+5% +$46.3K 0.75% 23
2020
Q1 		$860K Buy
+7,451
New +$1.12M 0.64% 26

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Jones Financial Companies
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Wells Fargo
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Envestnet Asset Management
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UBS Group
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameraudi Asset Management's VB Position: Q4 2024 in Review

Ameraudi Asset Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2024, closing a stake of 2,033 shares — an estimated $482K sold.

Ameraudi Asset Management first reported a position in VB in Q1 2020 and held it in 19 quarters. The position peaked at $2.29M in Q1 2024. 2,187 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Ameraudi Asset Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Ameraudi Asset Management sold 2,033 Vanguard Morningstar Small-Cap ETF shares in Q4 2024, an estimated $482K.
  • Ameraudi Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and held it in 19 quarters.
  • Ameraudi Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.29M in Q1 2024.
  • 2,187 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on Ameraudi Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.