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

Taylor Wealth Management 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
2015
Q3 		– Sell
-200
Closed -$24K – 183
2015
Q2 		$24K Hold
200
– – 0.01% 121
2015
Q1 		$25K Buy
+200
New +$23.7K 0.01% 104

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Taylor Wealth Management Partners's VB Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of Vanguard Small-Cap ETF (VB) in Q3 2015, closing a stake of 200 shares — an estimated $24K sold.

Taylor Wealth Management Partners first reported a position in VB in Q1 2015 and held it in 2 quarters. The position peaked at $25K in Q1 2015. 438 funds tracked by Wall St. Rank hold VB as of Q3 2015.

  • Taylor Wealth Management Partners reported no remaining Vanguard Small-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 200 Vanguard Small-Cap ETF shares in Q3 2015, an estimated $24K.
  • Taylor Wealth Management Partners first reported a position in Vanguard Small-Cap ETF in Q1 2015 and held it in 2 quarters.
  • Taylor Wealth Management Partners's Vanguard Small-Cap ETF position peaked at $25K in Q1 2015.
  • 438 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.