O'Dell Group’s Vanguard Small-Cap ETF VB Stock Holding History

O'Dell Group’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	-136	Closed	-$29K	–	462
2023 Q4	$29K	Buy	+136	New	+$26.2K	0.01%	258
2022 Q4	–	Sell	-49	Closed	-$8K	–	393
2022 Q3	$8K	Buy	49 +1	+2%	+$189	﹤0.01%	306
2022 Q2	$9K	Hold	48	–	–	﹤0.01%	289
2022 Q1	$10K	Hold	48	–	–	﹤0.01%	316
2021 Q4	$11K	Sell	48 -3	-6%	-$682	﹤0.01%	298
2021 Q3	$11K	Buy	+51	New	+$11.3K	﹤0.01%	283

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

O'Dell Group's VB Position: Q1 2024 in Review

O'Dell Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2024, closing a stake of 136 shares — an estimated $29K sold.

O'Dell Group first reported a position in VB in Q3 2021 and held it in 6 quarters. The position peaked at $29K in Q4 2023. 1,892 funds tracked by Wall St. Rank hold VB as of Q1 2024.

O'Dell Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 136 Vanguard Small-Cap ETF shares in Q1 2024, an estimated $29K.
O'Dell Group first reported a position in Vanguard Small-Cap ETF in Q3 2021 and held it in 6 quarters.
O'Dell Group's Vanguard Small-Cap ETF position peaked at $29K in Q4 2023.
1,892 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.