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Baxter Bros Inc’s Vanguard Small-Cap ETF VB Stock Holding History

Baxter Bros Inc’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
Q3 		– Sell
-940
Closed -$205K – 160
2024
Q2 		$205K Sell
940
-3
-0.3% -$659 0.03% 149
2024
Q1 		$216K Sell
943
-23
-2% -$4.95K 0.03% 150
2023
Q4 		$206K Buy
+966
New +$186K 0.03% 150

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Wells Fargo
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UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Baxter Bros Inc's VB Position: Q3 2024 in Review

Baxter Bros Inc sold out of Vanguard Small-Cap ETF (VB) in Q3 2024, closing a stake of 940 shares — an estimated $205K sold.

Baxter Bros Inc first reported a position in VB in Q4 2023 and held it in 3 quarters. The position peaked at $216K in Q1 2024. 1,972 funds tracked by Wall St. Rank hold VB as of Q3 2024.

  • Baxter Bros Inc reported no remaining Vanguard Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Baxter Bros Inc sold 940 Vanguard Small-Cap ETF shares in Q3 2024, an estimated $205K.
  • Baxter Bros Inc first reported a position in Vanguard Small-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Baxter Bros Inc's Vanguard Small-Cap ETF position peaked at $216K in Q1 2024.
  • 1,972 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2024.

Based on Baxter Bros Inc's 13F filing for Q3 2024, filed 29 Oct 2024.