Strategic Point Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Strategic Point Investment 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
2016 Q1	–	Sell	-2,060	Closed	-$227K	–	12
2015 Q4	$227K	Hold	2,060	–	–	0.1%	12
2015 Q3	$222K	Buy	2,060 +30	+1%	+$3.51K	0.1%	11
2015 Q2	$246K	Hold	2,030	–	–	0.05%	12
2015 Q1	$248K	Hold	2,030	–	–	0.09%	12
2014 Q4	$236K	Buy	2,030 +180	+10%	+$20.5K	0.1%	10
2014 Q3	$204K	Sell	1,850 -95	-5%	-$10.9K	0.09%	11
2014 Q2	$227K	Sell	1,945 -55	-3%	-$6.15K	0.1%	11
2014 Q1	$225K	Buy	2,000 +240	+14%	+$26.6K	0.11%	10
2013 Q4	$193K	Buy	+1,760	New	+$187K	0.09%	10

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Point Investment Advisors's VB Position: Q1 2016 in Review

Strategic Point Investment Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2016, closing a stake of 2,060 shares — an estimated $227K sold.

Strategic Point Investment Advisors first reported a position in VB in Q4 2013 and held it in 9 quarters. The position peaked at $248K in Q1 2015. 487 funds tracked by Wall St. Rank hold VB as of Q1 2016.

Strategic Point Investment Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2016 after selling out during the quarter.
Strategic Point Investment Advisors sold 2,060 Vanguard Small-Cap ETF shares in Q1 2016, an estimated $227K.
Strategic Point Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2013 and held it in 9 quarters.
Strategic Point Investment Advisors's Vanguard Small-Cap ETF position peaked at $248K in Q1 2015.
487 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2016.

Based on Strategic Point Investment Advisors's 13F filing for Q1 2016, filed 11 May 2016.