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

CFM 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
2020
Q3 		– Sell
-220
Closed -$32K – 434
2020
Q2 		$32K Hold
220
– – 0.01% 320
2020
Q1 		$25K Hold
220
– – 0.01% 343
2019
Q4 		$37K Buy
+220
New +$35K 0.01% 306

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CFM Wealth Partners's VB Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vanguard Small-Cap ETF (VB) in Q3 2020, closing a stake of 220 shares — an estimated $32K sold.

CFM Wealth Partners first reported a position in VB in Q4 2019 and held it in 3 quarters. The position peaked at $37K in Q4 2019. 1,113 funds tracked by Wall St. Rank hold VB as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vanguard Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 220 Vanguard Small-Cap ETF shares in Q3 2020, an estimated $32K.
  • CFM Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vanguard Small-Cap ETF position peaked at $37K in Q4 2019.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.