WT Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

WT Wealth Management’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 Q1	–	Sell	-1,044	Closed	-$236K	–	126
2021 Q4	$236K	Hold	1,044	–	–	0.09%	115
2021 Q3	$228K	Buy	+1,044	New	+$232K	0.09%	113

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

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

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

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

WT Wealth Management's VB Position: Q1 2022 in Review

WT Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2022, closing a stake of 1,044 shares — an estimated $236K sold.

WT Wealth Management first reported a position in VB in Q3 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

WT Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
WT Wealth Management sold 1,044 Vanguard Small-Cap ETF shares in Q1 2022, an estimated $236K.
WT Wealth Management first reported a position in Vanguard Small-Cap ETF in Q3 2021 and held it in 2 quarters.
WT Wealth Management's Vanguard Small-Cap ETF position peaked at $236K in Q4 2021.
1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

Based on WT Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.