Live Your Vision’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Live Your Vision’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
2019 Q1	$4K	Hold	30	–	–	﹤0.01%	244
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	220
2018 Q3	$5K	Hold	30	–	–	﹤0.01%	226
2018 Q2	$5K	Hold	30	–	–	﹤0.01%	272
2018 Q1	$5K	Hold	30	–	–	﹤0.01%	216
2017 Q4	$4K	Hold	30	–	–	﹤0.01%	222
2017 Q3	$4K	Hold	30	–	–	﹤0.01%	226
2017 Q2	$4K	Hold	30	–	–	﹤0.01%	246
2017 Q1	$4K	Hold	30	–	–	﹤0.01%	252
2016 Q4	$4K	Buy	+30	New	+$3.72K	﹤0.01%	242
2015 Q4	–	Sell	-2,083	Closed	-$225K	–	250
2015 Q3	$225K	Hold	2,083	–	–	0.11%	66
2015 Q2	$254K	Buy	2,083 +15	+0.7%	+$1.84K	0.12%	58
2015 Q1	$253K	Sell	2,068 -1,736	-46%	-$206K	0.12%	51
2014 Q4	$436K	Buy	+3,804	New	+$433K	0.22%	39

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Live Your Vision's VB Position: Q1 2019 in Review

Live Your Vision held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2019 at 30 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Live Your Vision first reported a position in VB in Q4 2014 and has held it in 14 quarters since. The position peaked at $436K in Q4 2014. 957 funds tracked by Wall St. Rank hold VB as of Q1 2019.

Live Your Vision held 30 shares of Vanguard Morningstar Small-Cap ETF worth $4K as of Q1 2019.
Live Your Vision left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2019.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Live Your Vision's portfolio in Q1 2019, its #244 holding.
Live Your Vision first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 14 quarters since.
Live Your Vision's Vanguard Morningstar Small-Cap ETF position peaked at $436K in Q4 2014.
957 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.