Souders Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Souders Financial Advisors’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 Q1	–	Sell	-4,153	Closed	-$762K	–	158
2022 Q4	$762K	Sell	4,153 -438	-10%	-$81.2K	0.17%	93
2022 Q3	$785K	Buy	4,591 +56	+1%	+$10.6K	0.21%	85
2022 Q2	$799K	Sell	4,535 -55	-1%	-$10.6K	0.23%	78
2022 Q1	$975K	Sell	4,590 -45	-1%	-$9.47K	0.28%	78
2021 Q4	$1.05M	Buy	4,635 +298	+7%	+$67.7K	0.3%	72
2021 Q3	$948K	Buy	4,337 +12	+0.3%	+$2.67K	0.31%	70
2021 Q2	$974K	Buy	+4,325	New	+$958K	0.33%	71

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Souders Financial Advisors's VB Position: Q1 2023 in Review

Souders Financial Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 4,153 shares — an estimated $762K sold.

Souders Financial Advisors first reported a position in VB in Q2 2021 and held it in 7 quarters. The position peaked at $1.05M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

Souders Financial Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Souders Financial Advisors sold 4,153 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $762K.
Souders Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2021 and held it in 7 quarters.
Souders Financial Advisors's Vanguard Small-Cap ETF position peaked at $1.05M in Q4 2021.
1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Souders Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.