RPg Family Wealth Advisory’s Vanguard Small-Cap ETF VB Stock Holding History

RPg Family Wealth Advisory’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
2018 Q3	–	Sell	-118	Closed	-$18.4K	–	271
2018 Q2	$18.4K	Buy	+118	New	+$18.1K	0.01%	176
2017 Q3	–	Sell	-80	Closed	-$10.8K	–	314
2017 Q2	$10.8K	Hold	80	–	–	0.01%	289
2017 Q1	$10.7K	Hold	80	–	–	0.01%	257
2016 Q4	$10.3K	Buy	+80	New	+$9.93K	0.01%	256

Other funds holding VB

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RPg Family Wealth Advisory's VB Position: Q3 2018 in Review

RPg Family Wealth Advisory sold out of Vanguard Small-Cap ETF (VB) in Q3 2018, closing a stake of 118 shares — an estimated $18.4K sold.

RPg Family Wealth Advisory first reported a position in VB in Q4 2016 and held it in 4 quarters. The position peaked at $18.4K in Q2 2018. 855 funds tracked by Wall St. Rank hold VB as of Q3 2018.

RPg Family Wealth Advisory reported no remaining Vanguard Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 118 Vanguard Small-Cap ETF shares in Q3 2018, an estimated $18.4K.
RPg Family Wealth Advisory first reported a position in Vanguard Small-Cap ETF in Q4 2016 and held it in 4 quarters.
RPg Family Wealth Advisory's Vanguard Small-Cap ETF position peaked at $18.4K in Q2 2018.
855 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.