Columbia River Financial Group, LLC VB Holdings History
Number of Shares
11,347.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
1.68%
Total Estimate Gain
$911.19
% of Total Estimate Gain
0.03%
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 $247.42, Columbia River Financial Group, LLC's estimated gain on his VB holdings is $911.19, reflecting a 0.03% gain to date.
Columbia River Financial Group, LLC VB ($247.42) Holding Chart
Columbia River Financial Group, 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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