Whitaker-Myers Wealth Managers’s Vanguard Small-Cap ETF VB Stock Holding History

Whitaker-Myers Wealth Managers’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
2023 Q4	–	Sell	-1,229	Closed	-$232K	–	93
2023 Q3	$232K	Sell	1,229 -765	-38%	-$152K	0.14%	65
2023 Q2	$397K	Buy	1,994 +200	+11%	+$37.8K	0.27%	52
2023 Q1	$340K	Sell	1,794 -51	-3%	-$9.89K	0.26%	53
2022 Q4	$339K	Buy	+1,845	New	+$342K	0.32%	49

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VB Position: Q4 2023 in Review

Whitaker-Myers Wealth Managers sold out of Vanguard Small-Cap ETF (VB) in Q4 2023, closing a stake of 1,229 shares — an estimated $232K sold.

Whitaker-Myers Wealth Managers first reported a position in VB in Q4 2022 and held it in 4 quarters. The position peaked at $397K in Q2 2023. 1,871 funds tracked by Wall St. Rank hold VB as of Q4 2023.

Whitaker-Myers Wealth Managers reported no remaining Vanguard Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 1,229 Vanguard Small-Cap ETF shares in Q4 2023, an estimated $232K.
Whitaker-Myers Wealth Managers first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 4 quarters.
Whitaker-Myers Wealth Managers's Vanguard Small-Cap ETF position peaked at $397K in Q2 2023.
1,871 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2023.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2023, filed 12 Jan 2024.