APW
VB icon

Axim Planning & Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-14
Closed -$2K – 156
2022
Q3 		$2K Hold
14
– – ﹤0.01% 152
2022
Q2 		$2K Buy
+14
New +$2.7K ﹤0.01% 125

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axim Planning & Wealth's VB Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Vanguard Small-Cap ETF (VB) in Q4 2022, closing a stake of 14 shares — an estimated $2K sold.

Axim Planning & Wealth first reported a position in VB in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Vanguard Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 14 Vanguard Small-Cap ETF shares in Q4 2022, an estimated $2K.
  • Axim Planning & Wealth first reported a position in Vanguard Small-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Vanguard Small-Cap ETF position peaked at $2K in Q3 2022.
  • 1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.