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Lake Hills Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Lake Hills 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
2022
Q2 		– Sell
-1,212
Closed -$258K – 39
2022
Q1 		$258K Sell
1,212
-2,152
-64% -$453K 0.19% 36
2021
Q4 		$760K Buy
+3,364
New +$764K 0.54% 33

Other funds holding VB

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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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lake Hills Wealth Management's VB Position: Q2 2022 in Review

Lake Hills Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2022, closing a stake of 1,212 shares — an estimated $258K sold.

Lake Hills Wealth Management first reported a position in VB in Q4 2021 and held it in 2 quarters. The position peaked at $760K in Q4 2021. 1,549 funds tracked by Wall St. Rank hold VB as of Q2 2022.

  • Lake Hills Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Lake Hills Wealth Management sold 1,212 Vanguard Small-Cap ETF shares in Q2 2022, an estimated $258K.
  • Lake Hills Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Lake Hills Wealth Management's Vanguard Small-Cap ETF position peaked at $760K in Q4 2021.
  • 1,549 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2022.

Based on Lake Hills Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.