CALIBER WEALTH MANAGEMENT, LLC VB Holdings History
CALIBER WEALTH MANAGEMENT, LLC's Vanguard Small Cap ETF Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 29,228.00 shares of Vanguard Small Cap ETF(VB), totaling $6.68 Mil. This investment constitutes 3.55% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q4. And since then CALIBER WEALTH MANAGEMENT, LLC has made 12 purchases of VB, at an average price of $203.17, for a total of 30,004.00 shares. In addition, there have been 1 sales at an average price of $184.36 for 776.00 shares. Based on historical transaction data and VB's current price of $242.30, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his VB holdings is $1.13 Mil, reflecting a 18.52% gain to date.
CALIBER WEALTH MANAGEMENT, LLC VB ($242.30) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC VB ($242.30) 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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