Echo Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Echo Wealth 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
2023 Q1	–	Sell	-16,839	Closed	-$3.3M	–	45
2022 Q4	$3.3M	Sell	16,839 -4,501	-21%	-$834K	3.52%	12
2022 Q3	$3.82M	Sell	21,340 -11,905	-36%	-$2.25M	5.03%	7
2022 Q2	$6.06M	Buy	33,245 +3,464	+12%	+$669K	8.1%	4
2022 Q1	$6.15M	Buy	29,781 +2,944	+11%	+$620K	7.23%	3
2021 Q4	$5.91M	Buy	26,837 +5,666	+27%	+$1.29M	6.74%	3
2021 Q3	$4.71M	Buy	21,171 +2,727	+15%	+$606K	5.58%	6
2021 Q2	$4.06M	Buy	18,444 +118	+0.6%	+$26.1K	5.18%	6
2021 Q1	$3.92M	Buy	18,326 +2,773	+18%	+$584K	4.94%	6
2020 Q4	$3.03M	Buy	+15,553	New	+$2.74M	3.96%	9

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Echo Wealth Management's VB Position: Q1 2023 in Review

Echo Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 16,839 shares — an estimated $3.3M sold.

Echo Wealth Management first reported a position in VB in Q4 2020 and held it in 9 quarters. The position peaked at $6.15M in Q1 2022. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

Echo Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Echo Wealth Management sold 16,839 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $3.3M.
Echo Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 9 quarters.
Echo Wealth Management's Vanguard Small-Cap ETF position peaked at $6.15M in Q1 2022.
1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Echo Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.