EWG Elevate’s Vanguard Small-Cap ETF VB Stock Holding History

EWG Elevate’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	-10	Closed	-$1.83K	–	750
2022 Q4	$1.83K	Buy	+10	New	+$1.85K	﹤0.01%	589

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

EWG Elevate's VB Position: Q1 2023 in Review

EWG Elevate sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 10 shares — an estimated $1.83K sold.

EWG Elevate first reported a position in VB in Q4 2022 and held it in 1 quarter. The position peaked at $1.83K in Q4 2022. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

EWG Elevate reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 10 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $1.83K.
EWG Elevate first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's Vanguard Small-Cap ETF position peaked at $1.83K in Q4 2022.
1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.