Number of Shares
11,347.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
1.68%
Total Estimate Gain
$-36,420.44
% of Total Estimate Gain
-1.13%

Columbia River Financial Group, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Columbia River Financial Group, LLC held 11,347.00 shares of Vanguard Small Cap ETF(VB), totaling $2.52 Mil. This investment constitutes 1.68% of their stock portfolio, and Columbia River Financial Group, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $238.81 for 1,697.00 shares. Based on historical transaction data and VB's current price of $244.13, Columbia River Financial Group, LLC's estimated gain on his VB holdings is $-36,420.44, reflecting a -1.13% gain to date.

Columbia River Financial Group, LLC VB ($244.13) Holding Chart

Columbia River Financial Group, LLC VB ($244.13) 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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