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Personal CFO Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Personal CFO Solutions’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
-1,424
Closed -$338K – 601
2024
Q3 		$338K Buy
1,424
+107
+8% +$24.3K 0.05% 370
2024
Q2 		$287K Buy
1,317
+144
+12% +$31.6K 0.04% 400
2024
Q1 		$268K Buy
+1,173
New +$252K 0.04% 432
2022
Q2 		– Sell
-1,483
Closed -$315K – 495
2022
Q1 		$315K Buy
1,483
+267
+22% +$56.2K 0.06% 305
2021
Q4 		$275K Buy
+1,216
New +$276K 0.05% 352
2020
Q2 		– Sell
-2,204
Closed -$254K – 355
2020
Q1 		$254K Hold
2,204
– – 0.09% 195
2019
Q4 		$365K Sell
2,204
-326
-13% -$51.9K 0.1% 177
2019
Q3 		$389K Buy
+2,530
New +$392K 0.15% 173

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

Personal CFO Solutions's VB Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 1,424 shares — an estimated $338K sold.

Personal CFO Solutions first reported a position in VB in Q3 2019 and held it in 8 quarters. The position peaked at $389K in Q3 2019. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 1,424 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $338K.
  • Personal CFO Solutions first reported a position in Vanguard Small-Cap ETF in Q3 2019 and held it in 8 quarters.
  • Personal CFO Solutions's Vanguard Small-Cap ETF position peaked at $389K in Q3 2019.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.