CAPITAL PERFORMANCE ADVISORS LLP VB Holdings History
EARNED WEALTH ADVISORS, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 20,519.00 shares of Vanguard Small Cap ETF(VB), totaling $4.55 Mil. This investment constitutes 1% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q3. And since then EARNED WEALTH ADVISORS, LLC has made 3 purchases of VB, at an average price of $238.49, for a total of 20,519.00 shares. Based on historical transaction data and VB's current price of $243.66, EARNED WEALTH ADVISORS, LLC's estimated gain on his VB holdings is $106,050.18, reflecting a 2.17% gain to date.
EARNED WEALTH ADVISORS, LLC VB ($243.66) Holding Chart
EARNED WEALTH ADVISORS, LLC VB ($243.66) 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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