Grand Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Grand Wealth 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
2024 Q4	–	Sell	-6	Closed	-$1.5K	–	68
2024 Q3	$1.5K	Hold	6	–	–	﹤0.01%	64
2024 Q2	$1.38K	Hold	6	–	–	﹤0.01%	57
2024 Q1	$1.44K	Hold	6	–	–	﹤0.01%	70
2023 Q4	$1.34K	Sell	6 -33	-85%	-$6.36K	﹤0.01%	72
2023 Q3	$7.29K	Buy	39 +9	+30%	+$1.79K	﹤0.01%	64
2023 Q2	$5.97K	Buy	+30	New	+$5.67K	﹤0.01%	67
2022 Q3	–	Sell	-76	Closed	-$13K	–	62
2022 Q2	$13K	Hold	76	–	–	0.01%	56
2022 Q1	$16K	Hold	76	–	–	0.01%	53
2021 Q4	$17K	Buy	+76	New	+$17.3K	0.01%	53

Other funds holding VB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Grand Wealth Management's VB Position: Q4 2024 in Review

Grand Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 6 shares — an estimated $1.5K sold.

Grand Wealth Management first reported a position in VB in Q4 2021 and held it in 9 quarters. The position peaked at $17K in Q4 2021. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

Grand Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Grand Wealth Management sold 6 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $1.5K.
Grand Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 9 quarters.
Grand Wealth Management's Vanguard Small-Cap ETF position peaked at $17K in Q4 2021.
2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Grand Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.