Aspire Wealth Management Corp VBK Holdings History
Aspire Wealth Management Corp's Vanguard Small Cap Growth ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 1,857.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $496,630.00. This investment constitutes 0.27% of their stock portfolio, and Aspire Wealth Management Corp now holds 0% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 6 purchases of VBK, at an average price of $282.11, for a total of 6,020.00 shares. In addition, there have been 5 sales at an average price of $247.88 for 4,163.00 shares. Based on historical transaction data and VBK's current price of $283.78, Aspire Wealth Management Corp's estimated gain on his VBK holdings is $-139,419.68, reflecting a -8.21% gain to date.
Aspire Wealth Management Corp VBK ($283.78) Holding Chart
Aspire Wealth Management Corp VBK ($283.78) 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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