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Godsey & Gibb Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Godsey & Gibb Inc’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
2024
Q3 		– Sell
-853
Closed -$186K – 461
2024
Q2 		$186K Buy
853
+753
+753% +$165K 0.02% 118
2024
Q1 		$22.9K Buy
+100
New +$21.5K ﹤0.01% 218

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Jones Financial Companies
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Envestnet Asset Management
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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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Godsey & Gibb Inc's VB Position: Q3 2024 in Review

Godsey & Gibb Inc sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2024, closing a stake of 853 shares — an estimated $186K sold.

Godsey & Gibb Inc first reported a position in VB in Q1 2024 and held it in 2 quarters. The position peaked at $186K in Q2 2024. 1,978 funds tracked by Wall St. Rank hold VB as of Q3 2024.

  • Godsey & Gibb Inc reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 853 Vanguard Morningstar Small-Cap ETF shares in Q3 2024, an estimated $186K.
  • Godsey & Gibb Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Godsey & Gibb Inc's Vanguard Morningstar Small-Cap ETF position peaked at $186K in Q2 2024.
  • 1,978 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2024.

Based on Godsey & Gibb Inc's 13F filing for Q3 2024, filed 18 Oct 2024.