Canvas Wealth Advisors, LLC VB Holdings History
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 $240.64, Canvas Wealth Advisors, LLC's estimated gain on his VB holdings is $31,701.37, reflecting a 1.03% gain to date.
Canvas Wealth Advisors, LLC VB ($240.64) Holding Chart
Canvas Wealth Advisors, LLC VB ($240.64) 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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