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Fortress Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Fortress Wealth Management’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
2022
Q2 		– Sell
-1,156
Closed -$246K – 66
2022
Q1 		$246K Sell
1,156
-17
-1% -$3.58K 0.19% 51
2021
Q4 		$265K Buy
+1,173
New +$267K 0.2% 43

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fortress Wealth Management's VB Position: Q2 2022 in Review

Fortress Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2022, closing a stake of 1,156 shares — an estimated $246K sold.

Fortress Wealth Management first reported a position in VB in Q4 2021 and held it in 2 quarters. The position peaked at $265K in Q4 2021. 1,549 funds tracked by Wall St. Rank hold VB as of Q2 2022.

  • Fortress Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Fortress Wealth Management sold 1,156 Vanguard Small-Cap ETF shares in Q2 2022, an estimated $246K.
  • Fortress Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Fortress Wealth Management's Vanguard Small-Cap ETF position peaked at $265K in Q4 2021.
  • 1,549 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2022.

Based on Fortress Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.