Abound Wealth Management VB Holdings History
Abound Wealth Management's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Abound Wealth Management held 57,354.00 shares of Vanguard Small Cap ETF(VB), totaling $12.72 Mil. This investment constitutes 4.24% of their stock portfolio, and Abound Wealth Management now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 10 purchases of VB, at an average price of $213.15, for a total of 60,537.00 shares. In addition, there have been 3 sales at an average price of $219.06 for 3,183.00 shares. Based on historical transaction data and VB's current price of $236.16, Abound Wealth Management's estimated gain on his VB holdings is $1.34 Mil, reflecting a 10.37% gain to date.
Abound Wealth Management VB ($236.16) Holding Chart
Abound Wealth Management VB ($236.16) 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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