Financial Avengers’s Vanguard Small-Cap ETF VB Stock Holding History

Financial Avengers’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 Q3	–	Sell	-18	Closed	-$3.59K	–	186
2023 Q2	$3.59K	Hold	18	–	–	﹤0.01%	128
2023 Q1	$3.41K	Hold	18	–	–	﹤0.01%	131
2022 Q4	$3.3K	Buy	+18	New	+$3.34K	﹤0.01%	133

Other funds holding VB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Avengers's VB Position: Q3 2023 in Review

Financial Avengers sold out of Vanguard Small-Cap ETF (VB) in Q3 2023, closing a stake of 18 shares — an estimated $3.59K sold.

Financial Avengers first reported a position in VB in Q4 2022 and held it in 3 quarters. The position peaked at $3.59K in Q2 2023. 1,668 funds tracked by Wall St. Rank hold VB as of Q3 2023.

Financial Avengers reported no remaining Vanguard Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Financial Avengers sold 18 Vanguard Small-Cap ETF shares in Q3 2023, an estimated $3.59K.
Financial Avengers first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 3 quarters.
Financial Avengers's Vanguard Small-Cap ETF position peaked at $3.59K in Q2 2023.
1,668 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2023.

Based on Financial Avengers's 13F filing for Q3 2023, filed 15 Nov 2023.