Professional Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-159	Closed	-$27K	–	439
2022 Q3	$27K	Hold	159	–	–	0.02%	195
2022 Q2	$28K	Buy	159 +14	+10%	+$2.7K	0.02%	197
2022 Q1	$31K	Buy	145 +1	+0.7%	+$211	0.01%	189
2021 Q4	$33K	Hold	144	–	–	0.01%	199
2021 Q3	$32K	Hold	144	–	–	0.02%	173
2021 Q2	$32K	Hold	144	–	–	0.02%	179
2021 Q1	$31K	Sell	144 -17	-11%	-$3.58K	0.02%	159
2020 Q4	$31K	Buy	161 +53	+49%	+$9.35K	0.02%	154
2020 Q3	$17K	Buy	+108	New	+$16.6K	0.02%	192

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Professional Financial Advisors's VB Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2022, closing a stake of 159 shares — an estimated $27K sold.

Professional Financial Advisors first reported a position in VB in Q3 2020 and held it in 9 quarters. The position peaked at $33K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold VB as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 159 Vanguard Morningstar Small-Cap ETF shares in Q4 2022, an estimated $27K.
Professional Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $33K in Q4 2021.
1,660 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.