Dechtman Wealth Management, LLC VB Holdings History
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 % | |||
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