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Sollinda Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sollinda Capital 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
Q1 		– Sell
-1,188
Closed -$253K – 100
2023
Q4 		$253K Buy
+1,188
New +$229K 0.07% 69

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

Sollinda Capital Management's VB Position: Q1 2024 in Review

Sollinda Capital Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2024, closing a stake of 1,188 shares — an estimated $253K sold.

Sollinda Capital Management first reported a position in VB in Q4 2023 and held it in 1 quarter. The position peaked at $253K in Q4 2023. 1,898 funds tracked by Wall St. Rank hold VB as of Q1 2024.

  • Sollinda Capital Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Sollinda Capital Management sold 1,188 Vanguard Morningstar Small-Cap ETF shares in Q1 2024, an estimated $253K.
  • Sollinda Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Sollinda Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $253K in Q4 2023.
  • 1,898 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2024.

Based on Sollinda Capital Management's 13F filing for Q1 2024, filed 22 Apr 2024.