Signature Wealth Management Group’s Vanguard Small-Cap ETF VB Stock Holding History

Signature Wealth Management Group’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
2020 Q1	–	Sell	-2,246	Closed	-$372K	–	84
2019 Q4	$372K	Buy	2,246 +358	+19%	+$57K	0.23%	70
2019 Q3	$290K	Buy	1,888 +38	+2%	+$5.89K	0.19%	72
2019 Q2	$293K	Buy	+1,850	New	+$286K	0.2%	72
2018 Q4	–	Sell	-622	Closed	-$89K	–	281
2018 Q3	$89K	Buy	622 +323	+108%	+$52.3K	0.07%	89
2018 Q2	$47K	Hold	299	–	–	0.03%	109
2018 Q1	$44K	Buy	299 +164	+121%	+$24.5K	0.03%	106
2017 Q4	$20K	Buy	+135	New	+$19.5K	0.01%	145

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Signature Wealth Management Group's VB Position: Q1 2020 in Review

Signature Wealth Management Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2020, closing a stake of 2,246 shares — an estimated $372K sold.

Signature Wealth Management Group first reported a position in VB in Q4 2017 and held it in 7 quarters. The position peaked at $372K in Q4 2019. 1,046 funds tracked by Wall St. Rank hold VB as of Q1 2020.

Signature Wealth Management Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
Signature Wealth Management Group sold 2,246 Vanguard Small-Cap ETF shares in Q1 2020, an estimated $372K.
Signature Wealth Management Group first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 7 quarters.
Signature Wealth Management Group's Vanguard Small-Cap ETF position peaked at $372K in Q4 2019.
1,046 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2020.

Based on Signature Wealth Management Group's 13F filing for Q1 2020, filed 26 May 2020.