Center For Financial Planning, Inc. VB Holdings History
Center for Financial Planning, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Center for Financial Planning, Inc. held 155,167.00 shares of Vanguard Small Cap ETF(VB), totaling $34.41 Mil. This investment constitutes 4.41% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0.05% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then Center for Financial Planning, Inc. has made 18 purchases of VB, at an average price of $175.31, for a total of 167,923.00 shares. In addition, there have been 3 sales at an average price of $194.45 for 12,756.00 shares. Based on historical transaction data and VB's current price of $247.42, Center for Financial Planning, Inc.'s estimated gain on his VB holdings is $11.43 Mil, reflecting a 38.84% gain to date.
Center for Financial Planning, Inc. VB ($247.42) Holding Chart
Center for Financial Planning, Inc. VB ($247.42) 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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