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Stone House Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Stone House Investment 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
2019
Q2 		– Sell
-77
Closed -$12K – 197
2019
Q1 		$12K Buy
+77
New +$11.4K 0.01% 148

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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stone House Investment Management's VB Position: Q2 2019 in Review

Stone House Investment Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2019, closing a stake of 77 shares — an estimated $12K sold.

Stone House Investment Management first reported a position in VB in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 956 funds tracked by Wall St. Rank hold VB as of Q2 2019.

  • Stone House Investment Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 77 Vanguard Small-Cap ETF shares in Q2 2019, an estimated $12K.
  • Stone House Investment Management first reported a position in Vanguard Small-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's Vanguard Small-Cap ETF position peaked at $12K in Q1 2019.
  • 956 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.