Atlas Private Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-414	Closed	-$91K	–	663
2021 Q3	$91K	Buy	414 +1	+0.2%	+$222	0.05%	179
2021 Q2	$93K	Sell	413 -5	-1%	-$1.11K	0.05%	169
2021 Q1	$89K	Buy	418 +1	+0.2%	+$211	0.05%	174
2020 Q4	$81K	Buy	417 +141	+51%	+$24.9K	0.05%	170
2020 Q3	$42K	Buy	276 +1	+0.4%	+$154	0.04%	229
2020 Q2	$40K	Buy	+275	New	+$36.9K	0.04%	234

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Atlas Private Wealth Advisors's VB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q4 2021, closing a stake of 414 shares — an estimated $91K sold.

Atlas Private Wealth Advisors first reported a position in VB in Q2 2020 and held it in 6 quarters. The position peaked at $93K in Q2 2021. 1,612 funds tracked by Wall St. Rank hold VB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 414 Vanguard Small-Cap ETF shares in Q4 2021, an estimated $91K.
Atlas Private Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Small-Cap ETF position peaked at $93K in Q2 2021.
1,612 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.