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Secrest Blakey & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Secrest Blakey & Associates’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
2019
Q4 		– Sell
-362
Closed -$56K – 130
2019
Q3 		$56K Hold
362
– – 0.05% 110
2019
Q2 		$57K Buy
+362
New +$55.9K 0.05% 105

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Secrest Blakey & Associates's VB Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of Vanguard Small-Cap ETF (VB) in Q4 2019, closing a stake of 362 shares — an estimated $56K sold.

Secrest Blakey & Associates first reported a position in VB in Q2 2019 and held it in 2 quarters. The position peaked at $57K in Q2 2019. 1,099 funds tracked by Wall St. Rank hold VB as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining Vanguard Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 362 Vanguard Small-Cap ETF shares in Q4 2019, an estimated $56K.
  • Secrest Blakey & Associates first reported a position in Vanguard Small-Cap ETF in Q2 2019 and held it in 2 quarters.
  • Secrest Blakey & Associates's Vanguard Small-Cap ETF position peaked at $57K in Q2 2019.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.