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Stiles Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Stiles Financial 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
2023
Q1 		– Sell
-1,295
Closed -$390K – 191
2022
Q4 		$390K Buy
+1,295
New +$240K 0.22% 114

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UBS Group
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Envestnet Asset Management
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stiles Financial Services's VB Position: Q1 2023 in Review

Stiles Financial Services sold out of Vanguard Small-Cap ETF (VB) in Q1 2023, closing a stake of 1,295 shares — an estimated $390K sold.

Stiles Financial Services first reported a position in VB in Q4 2022 and held it in 1 quarter. The position peaked at $390K in Q4 2022. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • Stiles Financial Services reported no remaining Vanguard Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Stiles Financial Services sold 1,295 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $390K.
  • Stiles Financial Services first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Stiles Financial Services's Vanguard Small-Cap ETF position peaked at $390K in Q4 2022.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on Stiles Financial Services's 13F filing for Q1 2023, filed 11 May 2023.