LifePro Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

LifePro Asset 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 Q3	$220K	Buy	+926	New	+$210K	0.13%	136
2024 Q1	–	Sell	-1,872	Closed	-$399K	–	144
2023 Q4	$399K	Sell	1,872 -32	-2%	-$6.17K	0.31%	72
2023 Q3	$360K	Buy	+1,904	New	+$379K	0.3%	71
2023 Q2	–	Sell	-1,321	Closed	-$243K	–	138
2023 Q1	$243K	Hold	1,321	–	–	0.18%	95
2022 Q4	$243K	Buy	1,321 +5	+0.4%	+$927	0.18%	94
2022 Q3	$225K	Sell	1,316 -18	-1%	-$3.4K	0.13%	69
2022 Q2	$235K	Buy	1,334 +22	+2%	+$4.25K	0.12%	106
2022 Q1	$279K	Buy	1,312 +140	+12%	+$29.5K	0.1%	101
2021 Q4	$265K	Buy	1,172 +50	+4%	+$11.4K	0.08%	111
2021 Q3	$245K	Buy	+1,122	New	+$249K	0.07%	89

Other funds holding VB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LifePro Asset Management's VB Position: Q3 2024 in Review

LifePro Asset Management opened a new position in Vanguard Small-Cap ETF (VB) in Q3 2024: 926 shares worth $220K. The stake represents 0.13% of the portfolio and ranks #136 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in VB as recently as Q4 2023.

LifePro Asset Management first reported a position in VB in Q3 2021 and has held it in 10 quarters since. The position peaked at $399K in Q4 2023. 1,972 funds tracked by Wall St. Rank hold VB as of Q3 2024.

LifePro Asset Management held 926 shares of Vanguard Small-Cap ETF worth $220K as of Q3 2024.
Vanguard Small-Cap ETF was a new LifePro Asset Management position in Q3 2024.
Vanguard Small-Cap ETF made up 0.13% of LifePro Asset Management's portfolio in Q3 2024, its #136 holding.
LifePro Asset Management first reported a position in Vanguard Small-Cap ETF in Q3 2021 and has held it in 10 quarters since.
LifePro Asset Management's Vanguard Small-Cap ETF position peaked at $399K in Q4 2023.
1,972 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.