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Investors Asset Management of Georgia’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-288
Closed -$49K – 493
2022
Q3 		$49K Buy
288
+74
+35% +$14K 0.03% 317
2022
Q2 		$38K Buy
+214
New +$41.3K 0.02% 286

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investors Asset Management of Georgia's VB Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2022, closing a stake of 288 shares — an estimated $49K sold.

Investors Asset Management of Georgia first reported a position in VB in Q2 2022 and held it in 2 quarters. The position peaked at $49K in Q3 2022. 1,659 funds tracked by Wall St. Rank hold VB as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 288 Vanguard Morningstar Small-Cap ETF shares in Q4 2022, an estimated $49K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Morningstar Small-Cap ETF position peaked at $49K in Q3 2022.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.