Viridian RIA’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Viridian RIA’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
2022 Q1	–	Sell	-20,758	Closed	-$4.37M	–	19
2021 Q4	$4.69M	Buy	+20,758	New	+$4.72M	0.99%	21
2021 Q2	–	Hold	0	–	–	–	28
2021 Q1	–	Sell	-16,099	Closed	-$3.39M	–	24
2020 Q4	$3.13M	Sell	16,099 -1,381	-8%	-$244K	0.87%	25
2020 Q3	$2.69M	Buy	17,480 +3,219	+23%	+$494K	0.89%	24
2020 Q2	$2.08M	Buy	14,261 +1,677	+13%	+$225K	0.75%	26
2020 Q1	$1.45M	Buy	12,584 +4,169	+50%	+$627K	0.66%	26
2019 Q4	$1.39M	Buy	8,415 +1,317	+19%	+$210K	0.5%	29
2019 Q3	$1.09M	Buy	7,098 +253	+4%	+$39.2K	0.45%	36
2019 Q2	$1.04M	Buy	6,845 +409	+6%	+$63.2K	0.42%	41
2019 Q1	$983K	Sell	6,436 -870	-12%	-$129K	0.44%	35
2018 Q4	$964K	Buy	+7,306	New	+$1.06M	0.48%	35
2018 Q2	–	Sell	-1,571	Closed	-$230K	–	44
2018 Q1	$230K	Buy	+1,571	New	+$235K	0.11%	43

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Viridian RIA's VB Position: Q1 2022 in Review

Viridian RIA sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2022, closing a stake of 20,758 shares — an estimated $4.37M sold.

Viridian RIA first reported a position in VB in Q1 2018 and held it in 11 quarters. The position peaked at $4.69M in Q4 2021. 1,598 funds tracked by Wall St. Rank hold VB as of Q1 2022.

Viridian RIA reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 20,758 Vanguard Morningstar Small-Cap ETF shares in Q1 2022, an estimated $4.37M.
Viridian RIA first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and held it in 11 quarters.
Viridian RIA's Vanguard Morningstar Small-Cap ETF position peaked at $4.69M in Q4 2021.
1,598 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.