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Northwest Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-704
Closed -$167K – 517
2024
Q3 		$167K Buy
+704
New +$160K 0.13% 116
2024
Q1 		– Sell
-460
Closed -$98.1K – 500
2023
Q4 		$98.1K Buy
+460
New +$88.6K 0.08% 142

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwest Financial Advisors's VB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 704 shares — an estimated $167K sold.

Northwest Financial Advisors first reported a position in VB in Q4 2023 and held it in 2 quarters. The position peaked at $167K in Q3 2024. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 704 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $167K.
  • Northwest Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Vanguard Small-Cap ETF position peaked at $167K in Q3 2024.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.