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Weaver Consulting Group’s Vanguard Small-Cap ETF VB Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-48
Closed -$7K – 870
2020
Q3 		$7K Hold
48
– – ﹤0.01% 641
2020
Q2 		$7K Hold
48
– – ﹤0.01% 615
2020
Q1 		$6K Hold
48
– – ﹤0.01% 542
2019
Q4 		$7K Sell
48
-100
-68% -$15.9K ﹤0.01% 561
2019
Q3 		$24K Hold
148
– – 0.01% 323
2019
Q2 		$23K Hold
148
– – 0.01% 326
2019
Q1 		$23K Buy
+148
New +$22K 0.01% 694

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Weaver Consulting Group's VB Position: Q4 2020 in Review

Weaver Consulting Group sold out of Vanguard Small-Cap ETF (VB) in Q4 2020, closing a stake of 48 shares — an estimated $7K sold.

Weaver Consulting Group first reported a position in VB in Q1 2019 and held it in 7 quarters. The position peaked at $24K in Q3 2019. 1,286 funds tracked by Wall St. Rank hold VB as of Q4 2020.

  • Weaver Consulting Group reported no remaining Vanguard Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 48 Vanguard Small-Cap ETF shares in Q4 2020, an estimated $7K.
  • Weaver Consulting Group first reported a position in Vanguard Small-Cap ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Vanguard Small-Cap ETF position peaked at $24K in Q3 2019.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.