Leelyn Smith’s Vanguard Small-Cap ETF VB Stock Holding History

Leelyn Smith’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	-215	Closed	-$39.4K	–	416
2022 Q4	$39.4K	Buy	215 +201	+1,436%	+$37.3K	0.01%	202
2022 Q3	$2K	Sell	14 -199	-93%	-$37.6K	﹤0.01%	436
2022 Q2	$37K	Buy	213 +111	+109%	+$21.4K	0.01%	208
2022 Q1	$22K	Hold	102	–	–	0.01%	238
2021 Q4	$23K	Buy	+102	New	+$23.2K	0.01%	239
2021 Q2	–	Sell	-188	Closed	-$40K	–	391
2021 Q1	$40K	Hold	188	–	–	0.01%	213
2020 Q4	$37K	Hold	188	–	–	0.01%	205
2020 Q3	$29K	Buy	+188	New	+$28.9K	0.01%	208
2020 Q2	–	Sell	-140	Closed	-$16K	–	423
2020 Q1	$16K	Sell	140 -496	-78%	-$74.5K	0.01%	218
2019 Q4	$105	Buy	+636	New	+$101K	0.05%	153

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Leelyn Smith's VB Position: Q1 2023 in Review

Leelyn Smith sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 215 shares — an estimated $39.4K sold.

Leelyn Smith first reported a position in VB in Q4 2019 and held it in 10 quarters. The position peaked at $40K in Q1 2021. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

Leelyn Smith reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 215 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $39.4K.
Leelyn Smith first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 10 quarters.
Leelyn Smith's Vanguard Small-Cap ETF position peaked at $40K in Q1 2021.
1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.