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RMR Wealth Builders’s Vanguard Small-Cap ETF VB Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-20
Closed -$4K – 678
2021
Q1 		$4K Hold
20
– – ﹤0.01% 699
2020
Q4 		$4K Buy
+20
New +$3.53K ﹤0.01% 469
2020
Q3 		– Sell
-44
Closed -$6K – 455
2020
Q2 		$6K Buy
+44
New +$5.91K 0.01% 374

Other funds holding VB

Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RMR Wealth Builders's VB Position: Q2 2021 in Review

RMR Wealth Builders sold out of Vanguard Small-Cap ETF (VB) in Q2 2021, closing a stake of 20 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in VB in Q2 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 1,390 funds tracked by Wall St. Rank hold VB as of Q2 2021.

  • RMR Wealth Builders reported no remaining Vanguard Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 20 Vanguard Small-Cap ETF shares in Q2 2021, an estimated $4K.
  • RMR Wealth Builders first reported a position in Vanguard Small-Cap ETF in Q2 2020 and held it in 3 quarters.
  • RMR Wealth Builders's Vanguard Small-Cap ETF position peaked at $6K in Q2 2020.
  • 1,390 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.