Contravisory Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Contravisory Investment Management’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 Q1	–	Sell	-17	Closed	-$3.63K	–	389
2023 Q4	$3.63K	Hold	17	–	–	﹤0.01%	338
2023 Q3	$3.21K	Hold	17	–	–	﹤0.01%	293
2023 Q2	$3.38K	Hold	17	–	–	﹤0.01%	282
2023 Q1	$3.22K	Hold	17	–	–	﹤0.01%	320
2022 Q4	$3.12K	Hold	17	–	–	﹤0.01%	304
2022 Q3	$3K	Hold	17	–	–	﹤0.01%	307
2022 Q2	$3K	Hold	17	–	–	﹤0.01%	316
2022 Q1	$4K	Hold	17	–	–	﹤0.01%	324
2021 Q4	$4K	Hold	17	–	–	﹤0.01%	278
2021 Q3	$4K	Hold	17	–	–	﹤0.01%	263
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	261
2021 Q1	$4K	Hold	17	–	–	﹤0.01%	257
2020 Q4	$3K	Hold	17	–	–	﹤0.01%	243
2020 Q3	$3K	Hold	17	–	–	﹤0.01%	237
2020 Q2	$3K	Hold	17	–	–	﹤0.01%	240
2020 Q1	$2K	Hold	17	–	–	﹤0.01%	273
2019 Q4	$3K	Hold	17	–	–	﹤0.01%	260
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	265
2019 Q2	$3K	Hold	17	–	–	﹤0.01%	261
2019 Q1	$3K	Buy	+17	New	+$2.53K	﹤0.01%	287

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Contravisory Investment Management's VB Position: Q1 2024 in Review

Contravisory Investment Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2024, closing a stake of 17 shares — an estimated $3.63K sold.

Contravisory Investment Management first reported a position in VB in Q1 2019 and held it in 20 quarters. The position peaked at $4K in Q1 2022. 1,898 funds tracked by Wall St. Rank hold VB as of Q1 2024.

Contravisory Investment Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Contravisory Investment Management sold 17 Vanguard Morningstar Small-Cap ETF shares in Q1 2024, an estimated $3.63K.
Contravisory Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and held it in 20 quarters.
Contravisory Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $4K in Q1 2022.
1,898 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.