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

FourThought Financial’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 Q3	$59K	Sell	344 -15	-4%	-$2.83K	0.01%	552
2022 Q2	$63K	Sell	359 -248	-41%	-$47.9K	0.01%	547
2022 Q1	$129K	Buy	607 +130	+27%	+$27.4K	0.02%	415
2021 Q4	$108K	Hold	477	–	–	0.01%	467
2021 Q3	$104K	Sell	477 -74	-13%	-$16.5K	0.01%	479
2021 Q2	$124K	Hold	551	–	–	0.02%	445
2021 Q1	$117K	Sell	551 -4	-0.7%	-$843	0.02%	459
2020 Q4	$108K	Buy	+555	New	+$97.9K	0.02%	463

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

FourThought Financial's VB Position: Q3 2022 in Review

FourThought Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.2% in Q3 2022, selling an estimated $2.83K and leaving 344 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #552.

FourThought Financial first reported a position in VB in Q4 2020 and has held it in 8 quarters since. The position peaked at $129K in Q1 2022. 1,532 funds tracked by Wall St. Rank hold VB as of Q3 2022.

FourThought Financial held 344 shares of Vanguard Morningstar Small-Cap ETF worth $59K as of Q3 2022.
FourThought Financial sold 15 Vanguard Morningstar Small-Cap ETF shares in Q3 2022, an estimated $2.83K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #552 holding.
FourThought Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Morningstar Small-Cap ETF position peaked at $129K in Q1 2022.
1,532 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.