Number of Shares
77,378.00
Current Holdings Value*
$18.34 Mil
% of Portfolio
4.64%
Total Estimate Gain
$5.41 Mil
% of Total Estimate Gain
35.03%

Compton Wealth Advisory Group, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-06-30, Compton Wealth Advisory Group, LLC held 77,378.00 shares of Vanguard Small Cap ETF(VB), totaling $18.34 Mil. This investment constitutes 4.64% of their stock portfolio, and Compton Wealth Advisory Group, LLC now holds 0.03% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2018Q4. And since then Compton Wealth Advisory Group, LLC has made 18 purchases of VB, at an average price of $172.46, for a total of 89,488.00 shares. In addition, there have been 8 sales at an average price of $166.38 for 12,110.00 shares. Based on historical transaction data and VB's current price of $243.27, Compton Wealth Advisory Group, LLC's estimated gain on his VB holdings is $5.41 Mil, reflecting a 35.03% gain to date.

Compton Wealth Advisory Group, LLC VB ($243.27) Holding Chart

Compton Wealth Advisory Group, LLC VB ($243.27) 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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