CJM Wealth Advisers, Ltd. VBK Holdings History
CJM Wealth Advisers, Ltd.'s Vanguard Small Cap Growth ETF Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 17,856.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $4.95 Mil. This investment constitutes 1.65% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0.03% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 7 purchases of VBK, at an average price of $271.12, for a total of 29,376.00 shares. In addition, there have been 7 sales at an average price of $220.15 for 11,520.00 shares. Based on historical transaction data and VBK's current price of $278.31, CJM Wealth Advisers, Ltd.'s estimated gain on his VBK holdings is $-458,852.61, reflecting a -5.76% gain to date.
CJM Wealth Advisers, Ltd. VBK ($278.31) Holding Chart
CJM Wealth Advisers, Ltd. VBK ($278.31) 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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