Number of Shares
12,872.00
Current Holdings Value*
$2.67 Mil
% of Portfolio
0.69%
Total Estimate Gain
$64,782.41
% of Total Estimate Gain
2.11%

Canvas Wealth Advisors, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Canvas Wealth Advisors, LLC held 12,872.00 shares of Vanguard Small Cap ETF(VB), totaling $2.67 Mil. This investment constitutes 0.69% of their stock portfolio, and Canvas Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2024Q2. And since then Canvas Wealth Advisors, LLC has made 4 purchases of VB, at an average price of $238.18, for a total of 12,872.00 shares. Based on historical transaction data and VB's current price of $243.21, Canvas Wealth Advisors, LLC's estimated gain on his VB holdings is $64,782.41, reflecting a 2.11% gain to date.

Canvas Wealth Advisors, LLC VB ($243.21) Holding Chart

Canvas Wealth Advisors, LLC VB ($243.21) 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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