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

WealthShield’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
2017 Q4	$154K	Buy	+1,037	New	+$150K	0.09%	128

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

WealthShield's VB Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q4 2017: 1,037 shares worth $154K. The stake represents 0.09% of the portfolio and ranks #128 among its holdings.

781 funds tracked by Wall St. Rank hold VB as of Q4 2017.

WealthShield held 1,037 shares of Vanguard Morningstar Small-Cap ETF worth $154K as of Q4 2017.
Vanguard Morningstar Small-Cap ETF was a new WealthShield position in Q4 2017.
Vanguard Morningstar Small-Cap ETF made up 0.09% of WealthShield's portfolio in Q4 2017, its #128 holding.
781 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.