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

CFO4Life’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
2015 Q3	–	Sell	-3,818	Closed	-$464K	–	81
2015 Q2	$464K	Sell	3,818 -110	-3%	-$13.5K	0.39%	46
2015 Q1	$481K	Buy	+3,928	New	+$465K	0.4%	46

Other funds holding VB

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFO4Life's VB Position: Q3 2015 in Review

CFO4Life sold out of Vanguard Small-Cap ETF (VB) in Q3 2015, closing a stake of 3,818 shares — an estimated $464K sold.

CFO4Life first reported a position in VB in Q1 2015 and held it in 2 quarters. The position peaked at $481K in Q1 2015. 438 funds tracked by Wall St. Rank hold VB as of Q3 2015.

CFO4Life reported no remaining Vanguard Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
CFO4Life sold 3,818 Vanguard Small-Cap ETF shares in Q3 2015, an estimated $464K.
CFO4Life first reported a position in Vanguard Small-Cap ETF in Q1 2015 and held it in 2 quarters.
CFO4Life's Vanguard Small-Cap ETF position peaked at $481K in Q1 2015.
438 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2015.

Based on CFO4Life's 13F filing for Q3 2015, filed 5 Nov 2015.