CIC Wealth, LLC VB Holdings History
CIC Wealth, LLC's Vanguard Small Cap ETF Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 61,155.00 shares of Vanguard Small Cap ETF(VB), totaling $14.51 Mil. This investment constitutes 3.75% of their stock portfolio, and CIC Wealth, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 6 purchases of VB, at an average price of $189.63, for a total of 69,284.00 shares. In addition, there have been 1 sales at an average price of $215.11 for 8,129.00 shares. Based on historical transaction data and VB's current price of $236.16, CIC Wealth, LLC's estimated gain on his VB holdings is $3.05 Mil, reflecting a 23.23% gain to date.
CIC Wealth, LLC VB ($236.16) Holding Chart
CIC Wealth, LLC VB ($236.16) 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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