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

Executive 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
2019
Q3 		– Sell
-56
Closed -$9K – 756
2019
Q2 		$9K Buy
56
+20
+56% +$3.09K ﹤0.01% 638
2019
Q1 		$6K Hold
36
– – ﹤0.01% 630
2018
Q4 		$5K Buy
+36
New +$5.24K ﹤0.01% 687

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Executive Wealth Management's VB Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q3 2019, closing a stake of 56 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in VB in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2019. 967 funds tracked by Wall St. Rank hold VB as of Q3 2019.

  • Executive Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 56 Vanguard Small-Cap ETF shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Vanguard Small-Cap ETF position peaked at $9K in Q2 2019.
  • 967 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.