Fulcrum Capital’s Vanguard Small-Cap ETF VB Stock Holding History

Fulcrum Capital’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
2019 Q2	–	Sell	-1,398	Closed	-$214K	–	68
2019 Q1	$214K	Buy	+1,398	New	+$208K	0.08%	61

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fulcrum Capital's VB Position: Q2 2019 in Review

Fulcrum Capital sold out of Vanguard Small-Cap ETF (VB) in Q2 2019, closing a stake of 1,398 shares — an estimated $214K sold.

Fulcrum Capital first reported a position in VB in Q1 2019 and held it in 1 quarter. The position peaked at $214K in Q1 2019. 956 funds tracked by Wall St. Rank hold VB as of Q2 2019.

Fulcrum Capital reported no remaining Vanguard Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
Fulcrum Capital sold 1,398 Vanguard Small-Cap ETF shares in Q2 2019, an estimated $214K.
Fulcrum Capital first reported a position in Vanguard Small-Cap ETF in Q1 2019 and held it in 1 quarter.
Fulcrum Capital's Vanguard Small-Cap ETF position peaked at $214K in Q1 2019.
956 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2019.

Based on Fulcrum Capital's 13F filing for Q2 2019, filed 29 Jul 2019.