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Dougherty Wealth Advisers’s Vanguard Small-Cap ETF VB Stock Holding History

Dougherty Wealth Advisers’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
2019
Q1 		– Sell
-1
Closed – – 221
2018
Q4 		$0 Buy
+1
New +$146 ﹤0.01% 225

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dougherty Wealth Advisers's VB Position: Q1 2019 in Review

Dougherty Wealth Advisers sold out of Vanguard Small-Cap ETF (VB) in Q1 2019, closing a stake of 1 share.

Dougherty Wealth Advisers first reported a position in VB in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 956 funds tracked by Wall St. Rank hold VB as of Q1 2019.

  • Dougherty Wealth Advisers reported no remaining Vanguard Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 1 Vanguard Small-Cap ETF share in Q1 2019.
  • Dougherty Wealth Advisers first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Dougherty Wealth Advisers's Vanguard Small-Cap ETF position peaked at $0 in Q4 2018.
  • 956 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2019, filed 9 May 2019.