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Milestone Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Milestone Wealth’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
2022
Q3 		$49K Sell
290
-3
-1% -$566 0.05% 111
2022
Q2 		$52K Hold
293
– – 0.05% 107
2022
Q1 		$67K Hold
293
– – 0.05% 108
2021
Q4 		$67K Buy
+293
New +$66.6K 0.05% 108

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Milestone Wealth's VB Position: Q3 2022 in Review

Milestone Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1% in Q3 2022, selling an estimated $566 and leaving 290 shares worth $49K. The position accounts for 0.05% of the portfolio, ranked #111.

Milestone Wealth first reported a position in VB in Q4 2021 and has held it in 4 quarters since. The position peaked at $67K in Q1 2022. 1,533 funds tracked by Wall St. Rank hold VB as of Q3 2022.

  • Milestone Wealth held 290 shares of Vanguard Morningstar Small-Cap ETF worth $49K as of Q3 2022.
  • Milestone Wealth sold 3 Vanguard Morningstar Small-Cap ETF shares in Q3 2022, an estimated $566.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #111 holding.
  • Milestone Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $67K in Q1 2022.
  • 1,533 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.