HawsGoodwin Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

HawsGoodwin Investment 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
2021 Q4	$7.82M	Buy	34,600 +2,054	+6%	+$467K	2.28%	12
2021 Q3	$7.12M	Buy	32,546 +847	+3%	+$188K	2.16%	16
2021 Q2	$7.14M	Buy	31,699 +32	+0.1%	+$7.09K	2.2%	15
2021 Q1	$6.78M	Buy	31,667 +6,295	+25%	+$1.33M	2.17%	14
2020 Q4	$4.94M	Sell	25,372 -23,724	-48%	-$4.19M	1.55%	18
2020 Q3	$7.55M	Buy	49,096 +3,015	+7%	+$463K	2.68%	12
2020 Q2	$6.71M	Buy	46,081 +45,385	+6,521%	+$6.09M	2.64%	11
2020 Q1	$80K	Hold	696	–	–	0.04%	78
2019 Q4	$115K	Buy	+696	New	+$111K	0.06%	81

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

HawsGoodwin Investment Management's VB Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its Vanguard Small-Cap ETF (VB) stake by 6.3% in Q4 2021, buying an estimated $467K and bringing the position to 34,600 shares worth $7.82M. The position accounts for 2.28% of the portfolio, ranked #12.

HawsGoodwin Investment Management first reported a position in VB in Q4 2019 and has held it in 9 quarters since. 1,612 funds tracked by Wall St. Rank hold VB as of Q4 2021.

HawsGoodwin Investment Management held 34,600 shares of Vanguard Small-Cap ETF worth $7.82M as of Q4 2021.
HawsGoodwin Investment Management bought 2,054 Vanguard Small-Cap ETF shares in Q4 2021, an estimated $467K.
Vanguard Small-Cap ETF made up 2.28% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #12 holding.
HawsGoodwin Investment Management first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 9 quarters since.
1,612 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.