Connecticut Wealth Management, LLC VB Holdings History
Connecticut Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Connecticut Wealth Management, LLC held 146,304.00 shares of Vanguard Small Cap ETF(VB), totaling $32.44 Mil. This investment constitutes 1.7% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0.06% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2018Q2. And since then Connecticut Wealth Management, LLC has made 13 purchases of VB, at an average price of $193.20, for a total of 563,112.00 shares. In addition, there have been 14 sales at an average price of $190.65 for 416,808.00 shares. Based on historical transaction data and VB's current price of $245.19, Connecticut Wealth Management, LLC's estimated gain on his VB holdings is $6.55 Mil, reflecting a 6.02% gain to date.
Connecticut Wealth Management, LLC VB ($245.19) Holding Chart
Connecticut Wealth Management, LLC VB ($245.19) 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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