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

Lehman 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
2015
Q4 		– Sell
-510
Closed -$55K – 335
2015
Q3 		$55K Buy
+510
New +$59.6K 0.03% 140

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lehman Financial Resources's VB Position: Q4 2015 in Review

Lehman Financial Resources sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2015, closing a stake of 510 shares — an estimated $55K sold.

Lehman Financial Resources first reported a position in VB in Q3 2015 and held it in 1 quarter. The position peaked at $55K in Q3 2015. 476 funds tracked by Wall St. Rank hold VB as of Q4 2015.

  • Lehman Financial Resources reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 510 Vanguard Morningstar Small-Cap ETF shares in Q4 2015, an estimated $55K.
  • Lehman Financial Resources first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2015 and held it in 1 quarter.
  • Lehman Financial Resources's Vanguard Morningstar Small-Cap ETF position peaked at $55K in Q3 2015.
  • 476 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.