Win Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Win Advisors’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
2022 Q2	–	Sell	-12	Closed	-$3K	–	215
2022 Q1	$3K	Buy	+12	New	+$2.53K	﹤0.01%	177

Other funds holding VB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Win Advisors's VB Position: Q2 2022 in Review

Win Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2022, closing a stake of 12 shares — an estimated $3K sold.

Win Advisors first reported a position in VB in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 1,549 funds tracked by Wall St. Rank hold VB as of Q2 2022.

Win Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Win Advisors sold 12 Vanguard Small-Cap ETF shares in Q2 2022, an estimated $3K.
Win Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2022 and held it in 1 quarter.
Win Advisors's Vanguard Small-Cap ETF position peaked at $3K in Q1 2022.
1,549 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.