Syverson Strege & Co’s Vanguard Small-Cap ETF VB Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-26	Closed	-$4.85K	–	595
2023 Q1	$4.85K	Sell	26 -27	-51%	-$5.24K	﹤0.01%	341
2022 Q4	$9.64K	Buy	53 +27	+104%	+$5K	﹤0.01%	199
2022 Q3	$4K	Buy	26 +1	+4%	+$189	﹤0.01%	232
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	274
2022 Q1	$5K	Hold	25	–	–	0.01%	245
2021 Q4	$6K	Hold	25	–	–	﹤0.01%	229
2021 Q3	$6K	Hold	25	–	–	﹤0.01%	310
2021 Q2	$6K	Sell	25 -45	-64%	-$9.97K	0.01%	223
2021 Q1	$15K	Sell	70 -4	-5%	-$843	0.02%	177
2020 Q4	$14K	Buy	+74	New	+$13.1K	0.01%	172

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Syverson Strege & Co's VB Position: Q2 2023 in Review

Syverson Strege & Co sold out of Vanguard Small-Cap ETF (VB) in Q2 2023, closing a stake of 26 shares — an estimated $4.85K sold.

Syverson Strege & Co first reported a position in VB in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q1 2021. 1,670 funds tracked by Wall St. Rank hold VB as of Q2 2023.

Syverson Strege & Co reported no remaining Vanguard Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 26 Vanguard Small-Cap ETF shares in Q2 2023, an estimated $4.85K.
Syverson Strege & Co first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Vanguard Small-Cap ETF position peaked at $15K in Q1 2021.
1,670 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.