SVA Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

SVA Wealth 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
2020 Q4	$1.94M	Buy	9,984 +20	+0.2%	+$3.53K	0.17%	98
2020 Q3	$1.53M	Sell	9,964 -146	-1%	-$22.4K	0.15%	106
2020 Q2	$1.47M	Buy	10,110 +624	+7%	+$83.8K	0.16%	106
2020 Q1	$1.09M	Buy	9,486 +1,570	+20%	+$236K	0.13%	114
2019 Q4	$1.31M	Sell	7,916 -145	-2%	-$23.1K	0.12%	114
2019 Q3	$1.24M	Buy	8,061 +172	+2%	+$26.7K	0.12%	111
2019 Q2	$1.24M	Buy	7,889 +241	+3%	+$37.2K	0.12%	116
2019 Q1	$1.17M	Sell	7,648 -1,466	-16%	-$218K	0.11%	121
2018 Q4	$1.2M	Buy	+9,114	New	+$1.33M	0.14%	111
2015 Q1	–	Sell	-1,813	Closed	-$212K	–	213
2014 Q4	$212K	Buy	+1,813	New	+$206K	0.08%	171

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVA Wealth Management's VB Position: Q4 2020 in Review

SVA Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 0.2% in Q4 2020, buying an estimated $3.53K and bringing the position to 9,984 shares worth $1.94M. The position accounts for 0.17% of the portfolio, ranked #98.

SVA Wealth Management first reported a position in VB in Q4 2014 and has held it in 10 quarters since. 1,286 funds tracked by Wall St. Rank hold VB as of Q4 2020.

SVA Wealth Management held 9,984 shares of Vanguard Small-Cap ETF worth $1.94M as of Q4 2020.
SVA Wealth Management bought 20 Vanguard Small-Cap ETF shares in Q4 2020, an estimated $3.53K.
Vanguard Small-Cap ETF made up 0.17% of SVA Wealth Management's portfolio in Q4 2020, its #98 holding.
SVA Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2014 and has held it in 10 quarters since.
1,286 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.