Baldwin Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Baldwin Wealth Partners’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 Q1	–	Sell	-4	Closed	-$853	–	737
2023 Q4	$853	Hold	4	–	–	﹤0.01%	686
2023 Q3	$756	Hold	4	–	–	﹤0.01%	714
2023 Q2	$796	Hold	4	–	–	﹤0.01%	726
2023 Q1	$758	Hold	4	–	–	﹤0.01%	764
2022 Q4	$734	Hold	4	–	–	﹤0.01%	754
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	653
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	678
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	660
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	624
2021 Q3	$1K	Buy	+4	New	+$889	﹤0.01%	638
2017 Q1	–	Sell	-705	Closed	-$91K	–	542
2016 Q4	$91K	Hold	705	–	–	0.02%	240
2016 Q3	$86K	Buy	+705	New	+$85.3K	0.02%	252

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Baldwin Wealth Partners's VB Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of Vanguard Small-Cap ETF (VB) in Q1 2024, closing a stake of 4 shares — an estimated $853 sold.

Baldwin Wealth Partners first reported a position in VB in Q3 2016 and held it in 12 quarters. The position peaked at $91K in Q4 2016. 1,892 funds tracked by Wall St. Rank hold VB as of Q1 2024.

Baldwin Wealth Partners reported no remaining Vanguard Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 4 Vanguard Small-Cap ETF shares in Q1 2024, an estimated $853.
Baldwin Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q3 2016 and held it in 12 quarters.
Baldwin Wealth Partners's Vanguard Small-Cap ETF position peaked at $91K in Q4 2016.
1,892 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.