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VSM Wealth Advisory’s Shore Bancshares SHBI Stock Holding History

VSM Wealth Advisory’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-78
Closed -$1.06K – 532
2025
Q1 		$1.06K Hold
78
– – ﹤0.01% 467
2024
Q4 		$1.24K Buy
+78
New +$1.21K ﹤0.01% 444

Other funds holding SHBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

VSM Wealth Advisory's SHBI Position: Q2 2025 in Review

VSM Wealth Advisory sold out of Shore Bancshares (SHBI) in Q2 2025, closing a stake of 78 shares — an estimated $1.06K sold.

VSM Wealth Advisory first reported a position in SHBI in Q4 2024 and held it in 2 quarters. The position peaked at $1.24K in Q4 2024. 152 funds tracked by Wall St. Rank hold SHBI as of Q2 2025.

  • VSM Wealth Advisory reported no remaining Shore Bancshares position as of Q2 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 78 Shore Bancshares shares in Q2 2025, an estimated $1.06K.
  • VSM Wealth Advisory first reported a position in Shore Bancshares in Q4 2024 and held it in 2 quarters.
  • VSM Wealth Advisory's Shore Bancshares position peaked at $1.24K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.