AIM
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Aspen Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Aspen Investment 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
2019
Q3 		– Sell
-2,293
Closed -$359K – 136
2019
Q2 		$359K Hold
2,293
– – 0.24% 100
2019
Q1 		$350K Hold
2,293
– – 0.24% 101
2018
Q4 		$303K Buy
+2,293
New +$334K 0.24% 101

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Aspen Investment Management's VB Position: Q3 2019 in Review

Aspen Investment Management sold out of Vanguard Small-Cap ETF (VB) in Q3 2019, closing a stake of 2,293 shares — an estimated $359K sold.

Aspen Investment Management first reported a position in VB in Q4 2018 and held it in 3 quarters. The position peaked at $359K in Q2 2019. 967 funds tracked by Wall St. Rank hold VB as of Q3 2019.

  • Aspen Investment Management reported no remaining Vanguard Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Aspen Investment Management sold 2,293 Vanguard Small-Cap ETF shares in Q3 2019, an estimated $359K.
  • Aspen Investment Management first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 3 quarters.
  • Aspen Investment Management's Vanguard Small-Cap ETF position peaked at $359K in Q2 2019.
  • 967 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2019.

Based on Aspen Investment Management's 13F filing for Q3 2019, filed 13 Nov 2019.