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

Atlas Private 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
2021 Q2	–	Sell	-289	Closed	-$62K	–	356
2021 Q1	$62K	Buy	289 +1	+0.3%	+$211	0.04%	172
2020 Q4	$56K	Buy	288 +1	+0.3%	+$176	0.04%	180
2020 Q3	$44K	Hold	287	–	–	0.03%	192
2020 Q2	$42K	Sell	287 -50	-15%	-$6.71K	0.03%	208
2020 Q1	$39K	Buy	337 +1	+0.3%	+$150	0.04%	201
2019 Q4	$56K	Buy	+336	New	+$53.5K	0.04%	200

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Atlas Private Wealth Management's VB Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2021, closing a stake of 289 shares — an estimated $62K sold.

Atlas Private Wealth Management first reported a position in VB in Q4 2019 and held it in 6 quarters. The position peaked at $62K in Q1 2021. 1,390 funds tracked by Wall St. Rank hold VB as of Q2 2021.

Atlas Private Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 289 Vanguard Small-Cap ETF shares in Q2 2021, an estimated $62K.
Atlas Private Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Vanguard Small-Cap ETF position peaked at $62K in Q1 2021.
1,390 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.