Number of Shares
56,008.00
Current Holdings Value*
$13.46 Mil
% of Portfolio
2.6%
Total Estimate Gain
$903,385.58
% of Total Estimate Gain
7.04%

Dechtman Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary

As of 2024-12-31, Dechtman Wealth Management, LLC held 56,008.00 shares of Vanguard Small Cap ETF(VB), totaling $13.46 Mil. This investment constitutes 2.6% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2024Q2. And since then Dechtman Wealth Management, LLC has made 3 purchases of VB, at an average price of $229.06, for a total of 56,008.00 shares. Based on historical transaction data and VB's current price of $245.19, Dechtman Wealth Management, LLC's estimated gain on his VB holdings is $903,385.58, reflecting a 7.04% gain to date.

Dechtman Wealth Management, LLC VB ($245.19) Holding Chart

Dechtman 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 %

Top Ranked Articles

  • 1