Shulman DeMeo Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Shulman DeMeo Asset Management’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
2024 Q4	–	Sell	-1,000	Closed	-$237K	–	134
2024 Q3	$237K	Hold	1,000	–	–	0.06%	114
2024 Q2	$218K	Hold	1,000	–	–	0.06%	115
2024 Q1	$229K	Hold	1,000	–	–	0.06%	117
2023 Q4	$213K	Buy	+1,000	New	+$193K	0.06%	119
2022 Q2	–	Sell	-1,000	Closed	-$213K	–	144
2022 Q1	$213K	Hold	1,000	–	–	0.06%	135
2021 Q4	$226K	Hold	1,000	–	–	0.06%	134
2021 Q3	$219K	Buy	+1,000	New	+$222K	0.19%	77
2021 Q2	–	Sell	-1,000	Closed	-$214K	–	136
2021 Q1	$214K	Buy	+1,000	New	+$211K	0.06%	125

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Shulman DeMeo Asset Management's VB Position: Q4 2024 in Review

Shulman DeMeo Asset Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2024, closing a stake of 1,000 shares — an estimated $237K sold.

Shulman DeMeo Asset Management first reported a position in VB in Q1 2021 and held it in 8 quarters. The position peaked at $237K in Q3 2024. 2,190 funds tracked by Wall St. Rank hold VB as of Q4 2024.

Shulman DeMeo Asset Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Shulman DeMeo Asset Management sold 1,000 Vanguard Morningstar Small-Cap ETF shares in Q4 2024, an estimated $237K.
Shulman DeMeo Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and held it in 8 quarters.
Shulman DeMeo Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $237K in Q3 2024.
2,190 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.