Advocacy Wealth Management Services, LLC VB Holdings History
Advocacy Wealth Management Services, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Advocacy Wealth Management Services, LLC held - shares of Vanguard Small Cap ETF(VB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2013Q2. And since then Advocacy Wealth Management Services, LLC has made 2 purchases of VB, at an average price of $236.84, for a total of 99,113.00 shares. In addition, there have been 1 sales at an average price of $238.81 for 99,113.00 shares. Based on historical transaction data and VB's current price of $237.37, Advocacy Wealth Management Services, LLC's estimated gain on his VB holdings is $194,960.89, reflecting a 0.83% gain to date.
Advocacy Wealth Management Services, LLC VB ($237.37) Holding Chart
Advocacy Wealth Management Services, LLC VB ($237.37) 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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