Guidant Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Guidant Wealth Advisors’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	-510	Closed	-$78K	–	262
2019 Q1	$78K	Hold	510	–	–	0.03%	156
2018 Q4	$67K	Buy	+510	New	+$74.2K	0.03%	112
2017 Q3	–	Sell	-510	Closed	-$68K	–	230
2017 Q2	$68K	Hold	510	–	–	0.04%	99
2017 Q1	$66K	Hold	510	–	–	0.03%	101
2016 Q4	$67K	Hold	510	–	–	0.04%	92
2016 Q3	$62K	Buy	+510	New	+$61.7K	0.04%	90

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

Guidant Wealth Advisors's VB Position: Q2 2019 in Review

Guidant Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2019, closing a stake of 510 shares — an estimated $78K sold.

Guidant Wealth Advisors first reported a position in VB in Q3 2016 and held it in 6 quarters. The position peaked at $78K in Q1 2019. 956 funds tracked by Wall St. Rank hold VB as of Q2 2019.

Guidant Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 510 Vanguard Small-Cap ETF shares in Q2 2019, an estimated $78K.
Guidant Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2016 and held it in 6 quarters.
Guidant Wealth Advisors's Vanguard Small-Cap ETF position peaked at $78K in Q1 2019.
956 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2019.

Based on Guidant Wealth Advisors's 13F filing for Q2 2019, filed 18 Jul 2019.