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Interactive Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Interactive Financial 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
2018
Q4 		– Sell
-24
Closed -$4K – 120
2018
Q3 		$4K Buy
+24
New +$3.88K ﹤0.01% 117

Other funds holding VB

Jones Financial Companies
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Interactive Financial Advisors's VB Position: Q4 2018 in Review

Interactive Financial Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2018, closing a stake of 24 shares — an estimated $4K sold.

Interactive Financial Advisors first reported a position in VB in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 925 funds tracked by Wall St. Rank hold VB as of Q4 2018.

  • Interactive Financial Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Interactive Financial Advisors sold 24 Vanguard Morningstar Small-Cap ETF shares in Q4 2018, an estimated $4K.
  • Interactive Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Interactive Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $4K in Q3 2018.
  • 925 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2018.

Based on Interactive Financial Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.