Fort Pitt Capital Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Fort Pitt Capital Group’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	-750	Closed	-$146K	–	335
2020 Q4	$146K	Buy	+750	New	+$132K	0.01%	135
2020 Q1	–	Sell	-1,242	Closed	-$206K	–	191
2019 Q4	$206K	Buy	+1,242	New	+$198K	0.01%	159
2018 Q4	–	Sell	-1,389	Closed	-$226K	–	175
2018 Q3	$226K	Hold	1,389	–	–	0.02%	123
2018 Q2	$216K	Hold	1,389	–	–	0.02%	126
2018 Q1	$204K	Buy	+1,389	New	+$207K	0.02%	130

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fort Pitt Capital Group's VB Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2021, closing a stake of 750 shares — an estimated $146K sold.

Fort Pitt Capital Group first reported a position in VB in Q1 2018 and held it in 5 quarters. The position peaked at $226K in Q3 2018. 1,364 funds tracked by Wall St. Rank hold VB as of Q1 2021.

Fort Pitt Capital Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
Fort Pitt Capital Group sold 750 Vanguard Morningstar Small-Cap ETF shares in Q1 2021, an estimated $146K.
Fort Pitt Capital Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and held it in 5 quarters.
Fort Pitt Capital Group's Vanguard Morningstar Small-Cap ETF position peaked at $226K in Q3 2018.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.