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Second Half Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-1,029
Closed -$205K – 133
2023
Q2 		$205K Buy
+1,029
New +$194K 0.05% 146

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Second Half Financial Partners's VB Position: Q3 2023 in Review

Second Half Financial Partners sold out of Vanguard Small-Cap ETF (VB) in Q3 2023, closing a stake of 1,029 shares — an estimated $205K sold.

Second Half Financial Partners first reported a position in VB in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 1,668 funds tracked by Wall St. Rank hold VB as of Q3 2023.

  • Second Half Financial Partners reported no remaining Vanguard Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 1,029 Vanguard Small-Cap ETF shares in Q3 2023, an estimated $205K.
  • Second Half Financial Partners first reported a position in Vanguard Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Vanguard Small-Cap ETF position peaked at $205K in Q2 2023.
  • 1,668 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.