Iron Gate Global Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Iron Gate Global 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	-72	Closed	-$11K	–	206
2018 Q3	$11K	Hold	72	–	–	0.01%	168
2018 Q2	$11K	Buy	+72	New	+$11K	0.01%	140
2017 Q3	–	Sell	-1,840	Closed	-$249K	–	53
2017 Q2	$249K	Buy	+1,840	New	+$247K	0.27%	37

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Iron Gate Global Advisors's VB Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of Vanguard Small-Cap ETF (VB) in Q4 2018, closing a stake of 72 shares — an estimated $11K sold.

Iron Gate Global Advisors first reported a position in VB in Q2 2017 and held it in 3 quarters. The position peaked at $249K in Q2 2017. 924 funds tracked by Wall St. Rank hold VB as of Q4 2018.

Iron Gate Global Advisors reported no remaining Vanguard Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 72 Vanguard Small-Cap ETF shares in Q4 2018, an estimated $11K.
Iron Gate Global Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2017 and held it in 3 quarters.
Iron Gate Global Advisors's Vanguard Small-Cap ETF position peaked at $249K in Q2 2017.
924 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.