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

SWS 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
2018 Q2	–	Sell	-33	Closed	-$5K	–	299
2018 Q1	$5K	Hold	33	–	–	﹤0.01%	319
2017 Q4	$5K	Buy	+33	New	+$4.77K	﹤0.01%	329

Other funds holding VB

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

SWS Partners's VB Position: Q2 2018 in Review

SWS Partners sold out of Vanguard Small-Cap ETF (VB) in Q2 2018, closing a stake of 33 shares — an estimated $5K sold.

SWS Partners first reported a position in VB in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 831 funds tracked by Wall St. Rank hold VB as of Q2 2018.

SWS Partners reported no remaining Vanguard Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 33 Vanguard Small-Cap ETF shares in Q2 2018, an estimated $5K.
SWS Partners first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's Vanguard Small-Cap ETF position peaked at $5K in Q1 2018.
831 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.