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WealthBridge Capital Management’s VanEck Short Muni ETF SMB Stock Holding History

WealthBridge Capital Management’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,220
Closed -$191K – 215
2024
Q2 		$191K Sell
11,220
-2,995
-21% -$50.8K 0.06% 183
2024
Q1 		$242K Buy
14,215
+16
+0.1% +$273 0.08% 158
2023
Q4 		$243K Buy
14,199
+15
+0.1% +$253 0.09% 149
2023
Q3 		$237K Buy
14,184
+14
+0.1% +$235 0.1% 149
2023
Q2 		$239K Sell
14,170
-1,117
-7% -$18.8K 0.1% 158
2023
Q1 		$260K Sell
15,287
-1,188
-7% -$20.1K 0.1% 161
2022
Q4 		$278K Sell
16,475
-747
-4% -$12.5K 0.12% 153
2022
Q3 		$294K Hold
17,222
– – 0.13% 148
2022
Q2 		$294K Sell
17,222
-2,991
-15% -$50.7K 0.13% 148
2022
Q1 		$346K Buy
20,213
+2,600
+15% +$45.5K 0.13% 126
2021
Q4 		$315K Buy
17,613
+600
+4% +$10.8K 0.12% 125
2021
Q3 		$306K Hold
17,013
– – 0.11% 124
2021
Q2 		$307K Sell
17,013
-1,000
-6% -$18.1K 0.11% 127
2021
Q1 		$325K Hold
18,013
– – 0.13% 113
2020
Q4 		$326K Sell
18,013
-100
-0.6% -$1.81K 0.14% 105
2020
Q3 		$327K Hold
18,113
– – 0.17% 97
2020
Q2 		$326K Sell
18,113
-3,500
-16% -$62.2K 0.18% 88
2020
Q1 		$376K Hold
21,613
– – 0.26% 77
2019
Q4 		$385K Buy
21,613
+3,130
+17% +$55.6K 0.25% 82
2019
Q3 		$327K Buy
18,483
+107
+0.6% +$1.9K 0.24% 84
2019
Q2 		$318K Buy
18,376
+160
+0.9% +$2.81K 0.29% 74
2019
Q1 		$320K Sell
18,216
-160
-0.9% -$2.79K 0.2% 83
2018
Q4 		$318K Buy
+18,376
New +$316K 0.24% 74

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthBridge Capital Management's SMB Position: Q3 2024 in Review

WealthBridge Capital Management sold out of VanEck Short Muni ETF (SMB) in Q3 2024, closing a stake of 11,220 shares — an estimated $191K sold.

WealthBridge Capital Management first reported a position in SMB in Q4 2018 and held it in 23 quarters. The position peaked at $385K in Q4 2019. 83 funds tracked by Wall St. Rank hold SMB as of Q3 2024.

  • WealthBridge Capital Management reported no remaining VanEck Short Muni ETF position as of Q3 2024 after selling out during the quarter.
  • WealthBridge Capital Management sold 11,220 VanEck Short Muni ETF shares in Q3 2024, an estimated $191K.
  • WealthBridge Capital Management first reported a position in VanEck Short Muni ETF in Q4 2018 and held it in 23 quarters.
  • WealthBridge Capital Management's VanEck Short Muni ETF position peaked at $385K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2024.

Based on WealthBridge Capital Management's 13F filing for Q3 2024, filed 7 Oct 2024.