MSA
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Marino Stram & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-155
Closed -$24K – 544
2019
Q1 		$24K Buy
155
+85
+121% +$12.6K 0.02% 227
2018
Q4 		$9K Hold
70
– – 0.01% 292
2018
Q3 		$11K Hold
70
– – 0.01% 294
2018
Q2 		$11K Buy
70
+27
+63% +$4.13K 0.01% 294
2018
Q1 		$10K Hold
43
– – 0.01% 312
2017
Q4 		$6K Buy
+43
New +$6.22K 0.01% 371

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marino Stram & Associates's VB Position: Q2 2019 in Review

Marino Stram & Associates sold out of Vanguard Small-Cap ETF (VB) in Q2 2019, closing a stake of 155 shares — an estimated $24K sold.

Marino Stram & Associates first reported a position in VB in Q4 2017 and held it in 6 quarters. The position peaked at $24K in Q1 2019. 956 funds tracked by Wall St. Rank hold VB as of Q2 2019.

  • Marino Stram & Associates reported no remaining Vanguard Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 155 Vanguard Small-Cap ETF shares in Q2 2019, an estimated $24K.
  • Marino Stram & Associates first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's Vanguard Small-Cap ETF position peaked at $24K in Q1 2019.
  • 956 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.