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Family Capital Trust’s Vanguard Small-Cap ETF VB Stock Holding History

Family Capital Trust’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
2018
Q4 		– Sell
-200
Closed -$33K – 60
2018
Q3 		$33K Buy
+200
New +$32.4K 0.01% 52

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Wells Fargo
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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

Family Capital Trust's VB Position: Q4 2018 in Review

Family Capital Trust sold out of Vanguard Small-Cap ETF (VB) in Q4 2018, closing a stake of 200 shares — an estimated $33K sold.

Family Capital Trust first reported a position in VB in Q3 2018 and held it in 1 quarter. The position peaked at $33K in Q3 2018. 924 funds tracked by Wall St. Rank hold VB as of Q4 2018.

  • Family Capital Trust reported no remaining Vanguard Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Family Capital Trust sold 200 Vanguard Small-Cap ETF shares in Q4 2018, an estimated $33K.
  • Family Capital Trust first reported a position in Vanguard Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Family Capital Trust's Vanguard Small-Cap ETF position peaked at $33K in Q3 2018.
  • 924 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2018.

Based on Family Capital Trust's 13F filing for Q4 2018, filed 18 Jan 2019.