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Retirement Financial Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-5
Closed -$918 – 241
2022
Q4 		$918 Buy
+5
New +$927 ﹤0.01% 253

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

Retirement Financial Solutions's VB Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 5 shares — an estimated $918 sold.

Retirement Financial Solutions first reported a position in VB in Q4 2022 and held it in 1 quarter. The position peaked at $918 in Q4 2022. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 5 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $918.
  • Retirement Financial Solutions first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Vanguard Small-Cap ETF position peaked at $918 in Q4 2022.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.