First National Bank of South Miami’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

First National Bank of South Miami’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
2021 Q1	–	Sell	-40	Closed	-$8K	–	322
2020 Q4	$8K	Hold	40	–	–	0.01%	250
2020 Q3	$6K	Sell	40 -10	-20%	-$1.54K	0.01%	246
2020 Q2	$7K	Hold	50	–	–	0.01%	247
2020 Q1	$6K	Hold	50	–	–	0.01%	240
2019 Q4	$8K	Hold	50	–	–	0.01%	235
2019 Q3	$8K	Hold	50	–	–	0.01%	253
2019 Q2	$8K	Hold	50	–	–	0.01%	255
2019 Q1	$8K	Hold	50	–	–	0.01%	249
2018 Q4	$7K	Buy	+50	New	+$7.28K	0.01%	259

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

First National Bank of South Miami's VB Position: Q1 2021 in Review

First National Bank of South Miami sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2021, closing a stake of 40 shares — an estimated $8K sold.

First National Bank of South Miami first reported a position in VB in Q4 2018 and held it in 9 quarters. The position peaked at $8K in Q4 2020. 1,363 funds tracked by Wall St. Rank hold VB as of Q1 2021.

First National Bank of South Miami reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
First National Bank of South Miami sold 40 Vanguard Morningstar Small-Cap ETF shares in Q1 2021, an estimated $8K.
First National Bank of South Miami first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and held it in 9 quarters.
First National Bank of South Miami's Vanguard Morningstar Small-Cap ETF position peaked at $8K in Q4 2020.
1,363 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2021.

Based on First National Bank of South Miami's 13F filing for Q1 2021, filed 11 May 2021.