Clarity Wealth Advisors, LLC VB Holdings History
Clarity Wealth Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Clarity Wealth Advisors, LLC held 47,213.00 shares of Vanguard Small Cap ETF(VB), totaling $10.47 Mil. This investment constitutes 2.9% of their stock portfolio, and Clarity Wealth Advisors, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q2. And since then Clarity Wealth Advisors, LLC has made 18 purchases of VB, at an average price of $173.91, for a total of 48,452.00 shares. In addition, there have been 2 sales at an average price of $204.87 for 1,239.00 shares. Based on historical transaction data and VB's current price of $247.42, Clarity Wealth Advisors, LLC's estimated gain on his VB holdings is $3.51 Mil, reflecting a 41.64% gain to date.
Clarity Wealth Advisors, LLC VB ($247.42) Holding Chart
Clarity Wealth Advisors, LLC 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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