LWMG LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

LWMG LLC’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
2023 Q1	–	Sell	-1,301	Closed	-$239K	–	92
2022 Q4	$239K	Buy	+1,301	New	+$241K	0.09%	83

Other funds holding VB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

LWMG LLC's VB Position: Q1 2023 in Review

LWMG LLC sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2023, closing a stake of 1,301 shares — an estimated $239K sold.

LWMG LLC first reported a position in VB in Q4 2022 and held it in 1 quarter. The position peaked at $239K in Q4 2022. 1,645 funds tracked by Wall St. Rank hold VB as of Q1 2023.

LWMG LLC reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
LWMG LLC sold 1,301 Vanguard Morningstar Small-Cap ETF shares in Q1 2023, an estimated $239K.
LWMG LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and held it in 1 quarter.
LWMG LLC's Vanguard Morningstar Small-Cap ETF position peaked at $239K in Q4 2022.
1,645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2023.

Based on LWMG LLC's 13F filing for Q1 2023, filed 5 May 2023.