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Platte River Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Platte River Wealth Advisors’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
2020
Q3 		– Sell
-9,603
Closed -$1.41M – 89
2020
Q2 		$1.41M Buy
+9,603
New +$1.29M 0.78% 32
2019
Q4 		$900K Buy
+5,545
New +$883K 0.47% 59

Other funds holding VB

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Platte River Wealth Advisors's VB Position: Q3 2020 in Review

Platte River Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q3 2020, closing a stake of 9,603 shares — an estimated $1.41M sold.

Platte River Wealth Advisors first reported a position in VB in Q4 2019 and held it in 2 quarters. The position peaked at $1.41M in Q2 2020. 1,113 funds tracked by Wall St. Rank hold VB as of Q3 2020.

  • Platte River Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Platte River Wealth Advisors sold 9,603 Vanguard Small-Cap ETF shares in Q3 2020, an estimated $1.41M.
  • Platte River Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Platte River Wealth Advisors's Vanguard Small-Cap ETF position peaked at $1.41M in Q2 2020.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2020.

Based on Platte River Wealth Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.