Sweet Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Sweet Financial Partners’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
2024 Q3	$1.83M	Hold	7,715	–	–	0.4%	55
2024 Q2	$1.68M	Hold	7,715	–	–	0.38%	56
2024 Q1	$1.76M	Buy	7,715 +6	+0.1%	+$1.29K	0.41%	55
2023 Q4	$1.64M	Buy	7,709 +11	+0.1%	+$2.12K	0.39%	54
2023 Q3	$1.46M	Buy	7,698 +8	+0.1%	+$1.59K	0.39%	58
2023 Q2	$1.53M	Buy	7,690 +8	+0.1%	+$1.51K	0.4%	56
2023 Q1	$1.46M	Buy	7,682 +9	+0.1%	+$1.75K	0.4%	44
2022 Q4	$1.41M	Buy	7,673 +2,071	+37%	+$384K	0.41%	37
2022 Q3	$957K	Hold	5,602	–	–	0.3%	49
2022 Q2	$987K	Hold	5,602	–	–	0.31%	44
2022 Q1	$1.19M	Buy	5,602 +175	+3%	+$36.8K	0.32%	39
2021 Q4	$1.23M	Buy	+5,427	New	+$1.23M	0.51%	28

Other funds holding VB

Bank of America

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return