Astoria Strategic Wealth, Inc. VB Holdings History
Astoria Strategic Wealth, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, Astoria Strategic Wealth, Inc. held 13,219.00 shares of Vanguard Small Cap ETF(VB), totaling $3.13 Mil. This investment constitutes 0.85% of their stock portfolio, and Astoria Strategic Wealth, Inc. now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then Astoria Strategic Wealth, Inc. has made 13 purchases of VB, at an average price of $192.16, for a total of 16,940.00 shares. In addition, there have been 8 sales at an average price of $155.05 for 3,721.00 shares. Based on historical transaction data and VB's current price of $243.27, Astoria Strategic Wealth, Inc.'s estimated gain on his VB holdings is $537,460.28, reflecting a 16.51% gain to date.
Astoria Strategic Wealth, Inc. VB ($243.27) Holding Chart
Astoria Strategic Wealth, Inc. 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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