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Reitz Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Reitz Capital 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
-34
Closed -$5K – 116
2020
Q2 		$5K Buy
+34
New +$4.57K 0.01% 119

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Reitz Capital Advisors's VB Position: Q3 2020 in Review

Reitz Capital Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2020, closing a stake of 34 shares — an estimated $5K sold.

Reitz Capital Advisors first reported a position in VB in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 1,113 funds tracked by Wall St. Rank hold VB as of Q3 2020.

  • Reitz Capital Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Reitz Capital Advisors sold 34 Vanguard Morningstar Small-Cap ETF shares in Q3 2020, an estimated $5K.
  • Reitz Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Reitz Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $5K in Q2 2020.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2020.

Based on Reitz Capital Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.