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

Intercontinental 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
2020 Q1	–	Sell	-813	Closed	-$137K	–	301
2019 Q4	$137K	Hold	813	–	–	0.11%	135
2019 Q3	$125K	Hold	813	–	–	0.08%	153
2019 Q2	$127K	Hold	813	–	–	0.07%	152
2019 Q1	$124K	Hold	813	–	–	0.06%	157
2018 Q4	$107K	Buy	+813	New	+$118K	0.06%	159

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Intercontinental Wealth Advisors's VB Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2020, closing a stake of 813 shares — an estimated $137K sold.

Intercontinental Wealth Advisors first reported a position in VB in Q4 2018 and held it in 5 quarters. The position peaked at $137K in Q4 2019. 1,046 funds tracked by Wall St. Rank hold VB as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 813 Vanguard Small-Cap ETF shares in Q1 2020, an estimated $137K.
Intercontinental Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's Vanguard Small-Cap ETF position peaked at $137K in Q4 2019.
1,046 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.