Aegis Wealth Management LLC VB Holdings History
Aegis Wealth Management LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 20,217.00 shares of Vanguard Small Cap ETF(VB), totaling $4.48 Mil. This investment constitutes 2.64% of their stock portfolio, and Aegis Wealth Management LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q4. And since then Aegis Wealth Management LLC has made 1 purchases of VB, at an average price of $244.64, for a total of 20,217.00 shares. Based on historical transaction data and VB's current price of $243.27, Aegis Wealth Management LLC's estimated gain on his VB holdings is $-27,787.92, reflecting a -0.56% gain to date.
Aegis Wealth Management LLC VB ($243.27) Holding Chart
Aegis Wealth Management LLC VB ($243.27) 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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