Personal Financial Consultants’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Personal Financial Consultants’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	$8.06M	Sell	51,467 -4	-0%	-$618	6.05%	8
2019 Q1	$7.87M	Buy	51,471 +1,744	+4%	+$259K	6.03%	8
2018 Q4	$6.56M	Buy	49,727 +48	+0.1%	+$6.99K	5.54%	7
2018 Q3	$8.08M	Buy	+49,679	New	+$8.04M	5.89%	7

Other funds holding VB

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Personal Financial Consultants's VB Position: Q2 2019 in Review

Personal Financial Consultants reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.01% in Q2 2019, selling an estimated $618 and leaving 51,467 shares worth $8.06M. The position accounts for 6.05% of the portfolio, ranked #8.

Personal Financial Consultants first reported a position in VB in Q3 2018 and has held it in 4 quarters since. The position peaked at $8.08M in Q3 2018. 956 funds tracked by Wall St. Rank hold VB as of Q2 2019.

Personal Financial Consultants held 51,467 shares of Vanguard Morningstar Small-Cap ETF worth $8.06M as of Q2 2019.
Personal Financial Consultants sold 4 Vanguard Morningstar Small-Cap ETF shares in Q2 2019, an estimated $618.
Vanguard Morningstar Small-Cap ETF made up 6.05% of Personal Financial Consultants's portfolio in Q2 2019, its #8 holding.
Personal Financial Consultants first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and has held it in 4 quarters since.
Personal Financial Consultants's Vanguard Morningstar Small-Cap ETF position peaked at $8.08M in Q3 2018.
956 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.