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Bruderman Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-140
Closed -$21K – 545
2019
Q1 		$21K Hold
140
– – ﹤0.01% 370
2018
Q4 		$19K Buy
+140
New +$20.4K ﹤0.01% 358

Other funds holding VB

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bruderman Asset Management's VB Position: Q2 2019 in Review

Bruderman Asset Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2019, closing a stake of 140 shares — an estimated $21K sold.

Bruderman Asset Management first reported a position in VB in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 956 funds tracked by Wall St. Rank hold VB as of Q2 2019.

  • Bruderman Asset Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 140 Vanguard Small-Cap ETF shares in Q2 2019, an estimated $21K.
  • Bruderman Asset Management first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Vanguard Small-Cap ETF position peaked at $21K in Q1 2019.
  • 956 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.