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First Personal Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

First Personal Financial Services’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
2024
Q3 		$48.6K Hold
205
– – 0.01% 199
2024
Q2 		$44.7K Hold
205
– – 0.01% 198
2024
Q1 		$46.9K Sell
205
-101
-33% -$21.7K 0.01% 192
2023
Q4 		$65.3K Hold
306
– – 0.02% 188
2023
Q3 		$57.9K Sell
306
-65
-18% -$13K 0.02% 190
2023
Q2 		$73.8K Hold
371
– – 0.02% 180
2023
Q1 		$70.3K Hold
371
– – 0.02% 182
2022
Q4 		$68.1K Sell
371
-44
-11% -$8.15K 0.02% 183
2022
Q3 		$71K Buy
415
+44
+12% +$8.31K 0.02% 167
2022
Q2 		$65K Hold
371
– – 0.02% 160
2022
Q1 		$79K Hold
371
– – 0.02% 163
2021
Q4 		$84K Sell
371
-45
-11% -$10.2K 0.02% 157
2021
Q3 		$91K Hold
416
– – 0.02% 156
2021
Q2 		$94K Hold
416
– – 0.02% 152
2021
Q1 		$89K Hold
416
– – 0.02% 149
2020
Q4 		$81K Sell
416
-80
-16% -$14.1K 0.02% 152
2020
Q3 		$76K Hold
496
– – 0.02% 158
2020
Q2 		$72K Hold
496
– – 0.02% 163
2020
Q1 		$57K Hold
496
– – 0.02% 171
2019
Q4 		$82K Buy
496
+101
+26% +$16.1K 0.03% 169
2019
Q3 		$61K Hold
395
– – 0.02% 222
2019
Q2 		$62K Buy
395
+315
+394% +$48.7K 0.02% 255
2019
Q1 		$12K Hold
80
– – ﹤0.01% 476
2018
Q4 		$11K Hold
80
– – ﹤0.01% 460
2018
Q3 		$13K Hold
80
– – ﹤0.01% 465
2018
Q2 		$12K Hold
80
– – ﹤0.01% 466
2018
Q1 		$12K Hold
80
– – ﹤0.01% 748
2017
Q4 		$12K Buy
80
+30
+60% +$4.34K ﹤0.01% 746
2017
Q3 		$7K Buy
+50
New +$6.81K ﹤0.01% 758

Other funds holding VB

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

First Personal Financial Services's VB Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Small-Cap ETF (VB) position steady in Q3 2024 at 205 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #199.

First Personal Financial Services first reported a position in VB in Q3 2017 and has held it in 29 quarters since. The position peaked at $94K in Q2 2021. 1,972 funds tracked by Wall St. Rank hold VB as of Q3 2024.

  • First Personal Financial Services held 205 shares of Vanguard Small-Cap ETF worth $48.6K as of Q3 2024.
  • First Personal Financial Services left its Vanguard Small-Cap ETF share count unchanged in Q3 2024.
  • Vanguard Small-Cap ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #199 holding.
  • First Personal Financial Services first reported a position in Vanguard Small-Cap ETF in Q3 2017 and has held it in 29 quarters since.
  • First Personal Financial Services's Vanguard Small-Cap ETF position peaked at $94K in Q2 2021.
  • 1,972 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.