Relaxing Retirement Coach’s Vanguard Small-Cap ETF VB Stock Holding History

Relaxing Retirement Coach’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
2023 Q2	$323K	Hold	1,622	–	–	0.1%	60
2023 Q1	$307K	Hold	1,622	–	–	0.1%	53
2022 Q4	$298K	Hold	1,622	–	–	0.11%	54
2022 Q3	$278K	Hold	1,622	–	–	0.13%	43
2022 Q2	$286K	Hold	1,622	–	–	0.14%	44
2022 Q1	$345K	Hold	1,622	–	–	0.18%	40
2021 Q4	$366K	Hold	1,622	–	–	0.21%	40
2021 Q3	$355K	Hold	1,622	–	–	0.29%	37
2021 Q2	$365K	Hold	1,622	–	–	0.31%	38
2021 Q1	$347K	Hold	1,622	–	–	0.4%	38
2020 Q4	$316K	Sell	1,622 -2,816	-63%	-$497K	0.35%	41
2020 Q3	$684K	Buy	4,438 +2,213	+99%	+$340K	0.3%	42
2020 Q2	$324K	Sell	2,225 -965	-30%	-$130K	0.23%	42
2020 Q1	$368K	Hold	3,190	–	–	0.23%	42
2019 Q4	$528K	Hold	3,190	–	–	0.15%	42
2019 Q3	$491K	Hold	3,190	–	–	0.15%	42
2019 Q2	$499K	Hold	3,190	–	–	0.15%	42
2019 Q1	$488K	Hold	3,190	–	–	0.15%	42
2018 Q4	$420K	Hold	3,190	–	–	0.14%	42
2018 Q3	$519K	Hold	3,190	–	–	0.16%	43
2018 Q2	$497K	Hold	3,190	–	–	0.15%	42
2018 Q1	$469K	Hold	3,190	–	–	0.15%	43
2017 Q4	$473K	Buy	+3,190	New	+$461K	0.15%	45

Other funds holding VB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Relaxing Retirement Coach's VB Position: Q2 2023 in Review

Relaxing Retirement Coach held its Vanguard Small-Cap ETF (VB) position steady in Q2 2023 at 1,622 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #60.

Relaxing Retirement Coach first reported a position in VB in Q4 2017 and has held it in 23 quarters since. The position peaked at $684K in Q3 2020. 1,670 funds tracked by Wall St. Rank hold VB as of Q2 2023.

Relaxing Retirement Coach held 1,622 shares of Vanguard Small-Cap ETF worth $323K as of Q2 2023.
Relaxing Retirement Coach left its Vanguard Small-Cap ETF share count unchanged in Q2 2023.
Vanguard Small-Cap ETF made up 0.1% of Relaxing Retirement Coach's portfolio in Q2 2023, its #60 holding.
Relaxing Retirement Coach first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 23 quarters since.
Relaxing Retirement Coach's Vanguard Small-Cap ETF position peaked at $684K in Q3 2020.
1,670 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.