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Stelac Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

Stelac Advisory Services’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
2021
Q1 		– Sell
-870
Closed -$169K – 265
2020
Q4 		$169K Buy
+870
New +$153K 0.04% 197

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UBS Group
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Ameriprise
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stelac Advisory Services's VB Position: Q1 2021 in Review

Stelac Advisory Services sold out of Vanguard Small-Cap ETF (VB) in Q1 2021, closing a stake of 870 shares — an estimated $169K sold.

Stelac Advisory Services first reported a position in VB in Q4 2020 and held it in 1 quarter. The position peaked at $169K in Q4 2020. 1,362 funds tracked by Wall St. Rank hold VB as of Q1 2021.

  • Stelac Advisory Services reported no remaining Vanguard Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Stelac Advisory Services sold 870 Vanguard Small-Cap ETF shares in Q1 2021, an estimated $169K.
  • Stelac Advisory Services first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Stelac Advisory Services's Vanguard Small-Cap ETF position peaked at $169K in Q4 2020.
  • 1,362 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2021.

Based on Stelac Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.