HFP
VB icon

Holistic Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-22
Closed -$3K – 349
2018
Q1 		$3K Buy
+22
New +$3.28K ﹤0.01% 412

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Holistic Financial Partners's VB Position: Q2 2018 in Review

Holistic Financial Partners sold out of Vanguard Small-Cap ETF (VB) in Q2 2018, closing a stake of 22 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in VB in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 831 funds tracked by Wall St. Rank hold VB as of Q2 2018.

  • Holistic Financial Partners reported no remaining Vanguard Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 22 Vanguard Small-Cap ETF shares in Q2 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in Vanguard Small-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's Vanguard Small-Cap ETF position peaked at $3K in Q1 2018.
  • 831 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.