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Godshalk Welsh Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Godshalk Welsh Capital 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
2015
Q1 		– Sell
-625
Closed -$73K – 233
2014
Q4 		$73K Buy
+625
New +$71.1K 0.07% 182

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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Godshalk Welsh Capital Management's VB Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2015, closing a stake of 625 shares — an estimated $73K sold.

Godshalk Welsh Capital Management first reported a position in VB in Q4 2014 and held it in 1 quarter. The position peaked at $73K in Q4 2014. 436 funds tracked by Wall St. Rank hold VB as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 625 Vanguard Small-Cap ETF shares in Q1 2015, an estimated $73K.
  • Godshalk Welsh Capital Management first reported a position in Vanguard Small-Cap ETF in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Vanguard Small-Cap ETF position peaked at $73K in Q4 2014.
  • 436 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.