WFO
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Wealthgate Family Office’s Vanguard Small-Cap ETF VB Stock Holding History

Wealthgate Family Office’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
2021
Q4 		– Sell
-133
Closed -$29K – 56
2021
Q3 		$29K Buy
+133
New +$29.6K 0.04% 38

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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

Wealthgate Family Office's VB Position: Q4 2021 in Review

Wealthgate Family Office sold out of Vanguard Small-Cap ETF (VB) in Q4 2021, closing a stake of 133 shares — an estimated $29K sold.

Wealthgate Family Office first reported a position in VB in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 1,612 funds tracked by Wall St. Rank hold VB as of Q4 2021.

  • Wealthgate Family Office reported no remaining Vanguard Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 133 Vanguard Small-Cap ETF shares in Q4 2021, an estimated $29K.
  • Wealthgate Family Office first reported a position in Vanguard Small-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Wealthgate Family Office's Vanguard Small-Cap ETF position peaked at $29K in Q3 2021.
  • 1,612 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.