DOPKINS WEALTH MANAGEMENT, LLC VBK Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 24,659.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $6.21 Mil. This investment constitutes 3.16% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2021Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 9 purchases of VBK, at an average price of $243.36, for a total of 27,910.00 shares. In addition, there have been 4 sales at an average price of $244.62 for 3,251.00 shares. Based on historical transaction data and VBK's current price of $281.27, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his VBK holdings is $938,814.55, reflecting a 13.82% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC VBK ($281.27) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC VBK ($281.27) 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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