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

Freedman Financial Associates’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
-607
Closed -$130K – 397
2022
Q1 		$130K Buy
607
+70
+13% +$14.7K 0.09% 104
2021
Q4 		$121K Hold
537
– – 0.08% 105
2021
Q3 		$117K Hold
537
– – 0.09% 103
2021
Q2 		$121K Sell
537
-83
-13% -$18.4K 0.09% 96
2021
Q1 		$133K Buy
620
+15
+2% +$3.16K 0.11% 81
2020
Q4 		$118K Buy
+605
New +$107K 0.11% 81

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Freedman Financial Associates's VB Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2022, closing a stake of 607 shares — an estimated $130K sold.

Freedman Financial Associates first reported a position in VB in Q4 2020 and held it in 6 quarters. The position peaked at $133K in Q1 2021. 1,550 funds tracked by Wall St. Rank hold VB as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 607 Vanguard Morningstar Small-Cap ETF shares in Q2 2022, an estimated $130K.
  • Freedman Financial Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Vanguard Morningstar Small-Cap ETF position peaked at $133K in Q1 2021.
  • 1,550 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.