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Stuart Chaussee & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Stuart Chaussee & Associates’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
Q2 		– Sell
-117
Closed -$25K – 236
2021
Q1 		$25K Buy
+117
New +$24.6K 0.01% 69

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Stuart Chaussee & Associates's VB Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of Vanguard Small-Cap ETF (VB) in Q2 2021, closing a stake of 117 shares — an estimated $25K sold.

Stuart Chaussee & Associates first reported a position in VB in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 1,391 funds tracked by Wall St. Rank hold VB as of Q2 2021.

  • Stuart Chaussee & Associates reported no remaining Vanguard Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 117 Vanguard Small-Cap ETF shares in Q2 2021, an estimated $25K.
  • Stuart Chaussee & Associates first reported a position in Vanguard Small-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Vanguard Small-Cap ETF position peaked at $25K in Q1 2021.
  • 1,391 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.