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Jamison Private Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-69
Closed -$16.4K – 460
2024
Q3 		$16.4K Hold
69
– – ﹤0.01% 315
2024
Q2 		$15K Buy
+69
New +$15.2K ﹤0.01% 304

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Jamison Private Wealth Management's VB Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 69 shares — an estimated $16.4K sold.

Jamison Private Wealth Management first reported a position in VB in Q2 2024 and held it in 2 quarters. The position peaked at $16.4K in Q3 2024. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 69 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $16.4K.
  • Jamison Private Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2024 and held it in 2 quarters.
  • Jamison Private Wealth Management's Vanguard Small-Cap ETF position peaked at $16.4K in Q3 2024.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.