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Burt Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Burt Wealth Advisors’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
Q4 		– Sell
-881
Closed -$209K – 120
2024
Q3 		$209K Buy
+881
New +$200K 0.05% 115
2024
Q2 		– Sell
-972
Closed -$222K – 124
2024
Q1 		$222K Buy
+972
New +$209K 0.06% 112
2022
Q1 		– Sell
-4,295
Closed -$971K – 105
2021
Q4 		$971K Buy
4,295
+20
+0.5% +$4.54K 0.32% 26
2021
Q3 		$935K Buy
4,275
+107
+3% +$23.8K 0.3% 26
2021
Q2 		$939K Hold
4,168
– – 0.34% 23
2021
Q1 		$892K Hold
4,168
– – 0.33% 26
2020
Q4 		$811K Sell
4,168
-64
-2% -$11.3K 0.28% 28
2020
Q3 		$651K Sell
4,232
-91
-2% -$14K 0.24% 31
2020
Q2 		$630K Sell
4,323
-86
-2% -$11.5K 0.26% 26
2020
Q1 		$509K Buy
4,409
+312
+8% +$46.9K 0.23% 34
2019
Q4 		$679K Hold
4,097
– – 0.27% 32
2019
Q3 		$630K Hold
4,097
– – 0.26% 32
2019
Q2 		$642K Sell
4,097
-22
-0.5% -$3.4K 0.28% 32
2019
Q1 		$629K Sell
4,119
-2,443
-37% -$363K 0.28% 31
2018
Q4 		$866K Buy
6,562
+2,238
+52% +$326K 0.41% 32
2018
Q3 		$703K Hold
4,324
– – 0.32% 28
2018
Q2 		$673K Sell
4,324
-24
-0.6% -$3.67K 0.32% 26
2018
Q1 		$639K Buy
4,348
+1
+0% +$149 0.33% 29
2017
Q4 		$642K Buy
4,347
+2
+0% +$289 0.4% 26
2017
Q3 		$614K Buy
4,345
+1
+0% +$136 0.4% 26
2017
Q2 		$588K Hold
4,344
– – 0.41% 28
2017
Q1 		$579K Buy
4,344
+4
+0.1% +$529 0.42% 28
2016
Q4 		$530K Hold
4,340
– – 0.47% 31
2016
Q3 		$530K Sell
4,340
-98
-2% -$11.9K 0.57% 24
2016
Q2 		$513K Sell
4,438
-1
-0% -$114 0.57% 22
2016
Q1 		$495K Buy
4,439
+1,542
+53% +$160K 0.45% 25
2015
Q4 		$320K Buy
+2,897
New +$328K 0.26% 43

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Burt Wealth Advisors's VB Position: Q4 2024 in Review

Burt Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 881 shares — an estimated $209K sold.

Burt Wealth Advisors first reported a position in VB in Q4 2015 and held it in 27 quarters. The position peaked at $971K in Q4 2021. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Burt Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Burt Wealth Advisors sold 881 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $209K.
  • Burt Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2015 and held it in 27 quarters.
  • Burt Wealth Advisors's Vanguard Small-Cap ETF position peaked at $971K in Q4 2021.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Burt Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.