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

Tyler-Stone 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 Q3	–	Sell	-385	Closed	-$83.9K	–	910
2024 Q2	$83.9K	Hold	385	–	–	0.03%	308
2024 Q1	$88K	Hold	385	–	–	0.04%	291
2023 Q4	$82.1K	Buy	385 +50	+15%	+$9.63K	0.04%	287
2023 Q3	$63K	Hold	335	–	–	0.04%	311
2023 Q2	$67K	Buy	+335	New	+$63.3K	0.04%	307
2022 Q4	$58K	Sell	314 -14	-4%	-$2.6K	0.04%	297
2022 Q3	$56K	Hold	328	–	–	0.04%	285
2022 Q2	$58K	Sell	328 -507	-61%	-$97.9K	0.04%	299
2022 Q1	$177K	Hold	835	–	–	0.1%	187
2021 Q4	$189K	Buy	+835	New	+$190K	0.1%	193

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Tyler-Stone Wealth Management's VB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q3 2024, closing a stake of 385 shares — an estimated $83.9K sold.

Tyler-Stone Wealth Management first reported a position in VB in Q4 2021 and held it in 10 quarters. The position peaked at $189K in Q4 2021. 1,972 funds tracked by Wall St. Rank hold VB as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 385 Vanguard Small-Cap ETF shares in Q3 2024, an estimated $83.9K.
Tyler-Stone Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard Small-Cap ETF position peaked at $189K in Q4 2021.
1,972 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.