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RMR Wealth Builders’s Vanguard Morningstar 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 $1.55T 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

RMR Wealth Builders sold out of Vanguard Morningstar 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. 1,392 funds tracked by Wall St. Rank hold VB as of Q2 2021.

  • RMR Wealth Builders reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2021, an estimated $4K.
  • RMR Wealth Builders first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and held it in 3 quarters.
  • RMR Wealth Builders's Vanguard Morningstar Small-Cap ETF position peaked at $6K in Q2 2020.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2021.

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