CFO4Life Group’s Vanguard Small-Cap ETF VB Stock Holding History

CFO4Life Group’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	-1,035	Closed	-$246K	–	237
2024 Q3	$246K	Buy	+1,035	New	+$235K	0.04%	178

Other funds holding VB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CFO4Life Group's VB Position: Q4 2024 in Review

CFO4Life Group sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 1,035 shares — an estimated $246K sold.

CFO4Life Group first reported a position in VB in Q3 2024 and held it in 1 quarter. The position peaked at $246K in Q3 2024. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

CFO4Life Group reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
CFO4Life Group sold 1,035 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $246K.
CFO4Life Group first reported a position in Vanguard Small-Cap ETF in Q3 2024 and held it in 1 quarter.
CFO4Life Group's Vanguard Small-Cap ETF position peaked at $246K in Q3 2024.
2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on CFO4Life Group's 13F filing for Q4 2024, filed 10 Feb 2025.