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

Clean Yield 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
2023
Q1 		– Sell
-40
Closed -$7.34K – 465
2022
Q4 		$7.34K Buy
+40
New +$7.41K ﹤0.01% 360
2021
Q1 		– Sell
-370
Closed -$72K – 361
2020
Q4 		$72K Hold
370
– – 0.03% 218
2020
Q3 		$57K Hold
370
– – 0.02% 216
2020
Q2 		$54K Sell
370
-220
-37% -$29.5K 0.02% 209
2020
Q1 		$68K Hold
590
– – 0.03% 175
2019
Q4 		$98K Buy
+590
New +$94K 0.03% 184

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Clean Yield Group's VB Position: Q1 2023 in Review

Clean Yield Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 40 shares — an estimated $7.34K sold.

Clean Yield Group first reported a position in VB in Q4 2019 and held it in 6 quarters. The position peaked at $98K in Q4 2019. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • Clean Yield Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Clean Yield Group sold 40 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $7.34K.
  • Clean Yield Group first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 6 quarters.
  • Clean Yield Group's Vanguard Small-Cap ETF position peaked at $98K in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Clean Yield Group's 13F filing for Q1 2023, filed 26 Apr 2023.