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Piershale Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Piershale Financial 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
2016
Q4 		– Sell
-157
Closed -$19K – 134
2016
Q3 		$19K Buy
157
+1
+0.6% +$121 0.01% 65
2016
Q2 		$18K Buy
+156
New +$17.7K 0.01% 71

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Piershale Financial Group's VB Position: Q4 2016 in Review

Piershale Financial Group sold out of Vanguard Small-Cap ETF (VB) in Q4 2016, closing a stake of 157 shares — an estimated $19K sold.

Piershale Financial Group first reported a position in VB in Q2 2016 and held it in 2 quarters. The position peaked at $19K in Q3 2016. 631 funds tracked by Wall St. Rank hold VB as of Q4 2016.

  • Piershale Financial Group reported no remaining Vanguard Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 157 Vanguard Small-Cap ETF shares in Q4 2016, an estimated $19K.
  • Piershale Financial Group first reported a position in Vanguard Small-Cap ETF in Q2 2016 and held it in 2 quarters.
  • Piershale Financial Group's Vanguard Small-Cap ETF position peaked at $19K in Q3 2016.
  • 631 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.