Number of Shares
24,497.00
Current Holdings Value*
$5.43 Mil
% of Portfolio
0.95%
Total Estimate Gain
$4.00 Mil
% of Total Estimate Gain
49.40%

Abacus Planning Group, Inc.'s Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Abacus Planning Group, Inc. held 24,497.00 shares of Vanguard Small Cap ETF(VB), totaling $5.43 Mil. This investment constitutes 0.95% of their stock portfolio, and Abacus Planning Group, Inc. now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2019Q2. And since then Abacus Planning Group, Inc. has made 8 purchases of VB, at an average price of $147.79, for a total of 54,792.00 shares. In addition, there have been 15 sales at an average price of $202.66 for 30,295.00 shares. Based on historical transaction data and VB's current price of $243.21, Abacus Planning Group, Inc.'s estimated gain on his VB holdings is $4.00 Mil, reflecting a 49.40% gain to date.

Abacus Planning Group, Inc. VB ($243.21) Holding Chart

Abacus Planning Group, Inc. VB ($243.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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