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Investmark Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

Investmark Advisory Group’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
2023
Q1 		– Sell
-1,218
Closed -$224K – 111
2022
Q4 		$224K Hold
1,218
– – 0.17% 93
2022
Q3 		$208K Hold
1,218
– – 0.19% 90
2022
Q2 		$214K Hold
1,218
– – 0.21% 77
2022
Q1 		$258K Hold
1,218
– – 0.27% 72
2021
Q4 		$275K Buy
+1,218
New +$277K 0.26% 68

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Investmark Advisory Group's VB Position: Q1 2023 in Review

Investmark Advisory Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 1,218 shares — an estimated $224K sold.

Investmark Advisory Group first reported a position in VB in Q4 2021 and held it in 5 quarters. The position peaked at $275K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • Investmark Advisory Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Investmark Advisory Group sold 1,218 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $224K.
  • Investmark Advisory Group first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Investmark Advisory Group's Vanguard Small-Cap ETF position peaked at $275K in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Investmark Advisory Group's 13F filing for Q1 2023, filed 16 May 2023.