Arcadia Wealth Management, LLC VB Holdings History
Arcadia Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, Arcadia Wealth Management, LLC held 26,487.00 shares of Vanguard Small Cap ETF(VB), totaling $6.28 Mil. This investment constitutes 2.74% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q2. And since then Arcadia Wealth Management, LLC has made 8 purchases of VB, at an average price of $200.42, for a total of 27,637.00 shares. In addition, there have been 1 sales at an average price of $238.81 for 1,150.00 shares. Based on historical transaction data and VB's current price of $244.81, Arcadia Wealth Management, LLC's estimated gain on his VB holdings is $1.22 Mil, reflecting a 22.02% gain to date.
Arcadia Wealth Management, LLC VB ($244.81) Holding Chart
Arcadia Wealth Management, LLC VB ($244.81) 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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