Lehman & Derafelo Financial Resources’s Vanguard Small-Cap ETF VB Stock Holding History

Lehman & Derafelo Financial Resources’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	-162	Closed	-$28K	–	185
2022 Q3	$28K	Hold	162	–	–	0.01%	140
2022 Q2	$29K	Buy	+162	New	+$31.3K	0.01%	143
2021 Q4	–	Sell	-101	Closed	-$22K	–	180
2021 Q3	$22K	Hold	101	–	–	0.01%	153
2021 Q2	$23K	Hold	101	–	–	0.01%	176
2021 Q1	$22K	Hold	101	–	–	0.01%	175
2020 Q4	$20K	Hold	101	–	–	0.01%	175
2020 Q3	$16K	Hold	101	–	–	0.01%	216
2020 Q2	$15K	Sell	101 -510	-83%	-$68.5K	0.01%	206
2020 Q1	$71K	Buy	611 +510	+505%	+$76.6K	0.03%	106
2019 Q4	$17K	Buy	+101	New	+$16.1K	0.01%	161

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VB Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Small-Cap ETF (VB) in Q4 2022, closing a stake of 162 shares — an estimated $28K sold.

Lehman & Derafelo Financial Resources first reported a position in VB in Q4 2019 and held it in 10 quarters. The position peaked at $71K in Q1 2020. 1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 162 Vanguard Small-Cap ETF shares in Q4 2022, an estimated $28K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's Vanguard Small-Cap ETF position peaked at $71K in Q1 2020.
1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.