Personal Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-2,149	Closed	-$457K	–	63
2022 Q1	$457K	Hold	2,149	–	–	0.2%	49
2021 Q4	$486K	Sell	2,149 -400	-16%	-$90.9K	0.2%	52
2021 Q3	$557K	Buy	2,549 +67	+3%	+$14.9K	0.23%	44
2021 Q2	$559K	Hold	2,482	–	–	0.23%	45
2021 Q1	$531K	Hold	2,482	–	–	0.24%	44
2020 Q4	$483K	Hold	2,482	–	–	0.23%	43
2020 Q3	$382K	Hold	2,482	–	–	0.2%	49
2020 Q2	$362K	Buy	+2,482	New	+$333K	0.2%	47
2020 Q1	–	Sell	-854	Closed	-$141K	–	587
2019 Q4	$141K	Hold	854	–	–	0.06%	86
2019 Q3	$131K	Buy	854 +287	+51%	+$44.5K	0.06%	88
2019 Q2	$89K	Buy	+567	New	+$87.6K	0.04%	93

Other funds holding VB

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Personal Wealth Partners's VB Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard Small-Cap ETF (VB) in Q2 2022, closing a stake of 2,149 shares — an estimated $457K sold.

Personal Wealth Partners first reported a position in VB in Q2 2019 and held it in 11 quarters. The position peaked at $559K in Q2 2021. 1,549 funds tracked by Wall St. Rank hold VB as of Q2 2022.

Personal Wealth Partners reported no remaining Vanguard Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 2,149 Vanguard Small-Cap ETF shares in Q2 2022, an estimated $457K.
Personal Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q2 2019 and held it in 11 quarters.
Personal Wealth Partners's Vanguard Small-Cap ETF position peaked at $559K in Q2 2021.
1,549 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.