Dechtman Wealth Management, LLC VB Holdings History
Number of Shares
56,008.00
Current Holdings Value*
$13.46 Mil
% of Portfolio
2.6%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
8.02%
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 $247.42, Dechtman Wealth Management, LLC's estimated gain on his VB holdings is $1.03 Mil, reflecting a 8.02% gain to date.
Dechtman Wealth Management, LLC VB ($247.42) Holding Chart
Dechtman Wealth Management, 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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