Aries Wealth Management VB Holdings History
Aries Wealth Management's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Aries Wealth Management held 47,995.00 shares of Vanguard Small Cap ETF(VB), totaling $10.64 Mil. This investment constitutes 2.89% of their stock portfolio, and Aries Wealth Management now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2018Q2. And since then Aries Wealth Management has made 21 purchases of VB, at an average price of $177.98, for a total of 86,232.00 shares. In addition, there have been 7 sales at an average price of $209.68 for 38,237.00 shares. Based on historical transaction data and VB's current price of $234.58, Aries Wealth Management's estimated gain on his VB holdings is $3.93 Mil, reflecting a 25.60% gain to date.
Aries Wealth Management VB ($234.58) Holding Chart
Aries Wealth Management VB ($234.58) 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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