LIWM
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Long Island Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Long Island Wealth 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
Q1 		– Sell
-179
Closed -$38K – 384
2023
Q4 		$38K Buy
+179
New +$34.5K 0.03% 136

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Long Island Wealth Management's VB Position: Q1 2024 in Review

Long Island Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2024, closing a stake of 179 shares — an estimated $38K sold.

Long Island Wealth Management first reported a position in VB in Q4 2023 and held it in 1 quarter. The position peaked at $38K in Q4 2023. 1,893 funds tracked by Wall St. Rank hold VB as of Q1 2024.

  • Long Island Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 179 Vanguard Small-Cap ETF shares in Q1 2024, an estimated $38K.
  • Long Island Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Vanguard Small-Cap ETF position peaked at $38K in Q4 2023.
  • 1,893 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.