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

Tradition 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
2024 Q1	–	Sell	-376	Closed	-$80K	–	1152
2023 Q4	$80K	Buy	376 +35	+10%	+$6.74K	0.01%	523
2023 Q3	$65K	Hold	341	–	–	0.01%	546
2023 Q2	$68K	Sell	341 -13	-4%	-$2.46K	0.01%	552
2023 Q1	$67K	Hold	354	–	–	0.01%	545
2022 Q4	$65K	Buy	354 +1	+0.3%	+$185	0.01%	474
2022 Q3	$60K	Hold	353	–	–	0.01%	469
2022 Q2	$62K	Buy	353 +1	+0.3%	+$193	0.01%	430
2022 Q1	$75K	Hold	352	–	–	0.01%	439
2021 Q4	$80K	Hold	352	–	–	0.01%	442
2021 Q3	$77K	Hold	352	–	–	0.01%	414
2021 Q2	$79K	Buy	352 +14	+4%	+$3.1K	0.01%	437
2021 Q1	$72K	Hold	338	–	–	0.01%	368
2020 Q4	$66K	Buy	+338	New	+$59.6K	0.01%	362

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

Tradition Wealth Management's VB Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2024, closing a stake of 376 shares — an estimated $80K sold.

Tradition Wealth Management first reported a position in VB in Q4 2020 and held it in 13 quarters. The position peaked at $80K in Q4 2023. 1,892 funds tracked by Wall St. Rank hold VB as of Q1 2024.

Tradition Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 376 Vanguard Small-Cap ETF shares in Q1 2024, an estimated $80K.
Tradition Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Vanguard Small-Cap ETF position peaked at $80K in Q4 2023.
1,892 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.