Axiom Financial Strategies, LLC VB Holdings History
Axiom Financial Strategies, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Axiom Financial Strategies, LLC held 36,948.00 shares of Vanguard Small Cap ETF(VB), totaling $8.19 Mil. This investment constitutes 4.86% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 8 purchases of VB, at an average price of $175.63, for a total of 160,041.00 shares. In addition, there have been 11 sales at an average price of $196.51 for 123,093.00 shares. Based on historical transaction data and VB's current price of $243.27, Axiom Financial Strategies, LLC's estimated gain on his VB holdings is $5.07 Mil, reflecting a 18.04% gain to date.
Axiom Financial Strategies, LLC VB ($243.27) Holding Chart
Axiom Financial Strategies, 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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