Emerson Wealth, LLC VB Holdings History
Emerson Wealth, LLC's Vanguard Small Cap ETF Holding Summary
As of 2022-06-30, Emerson Wealth, LLC held 109,251.00 shares of Vanguard Small Cap ETF(VB), totaling $19.24 Mil. This investment constitutes 12.6% of their stock portfolio, and Emerson Wealth, LLC now holds 0.05% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2018Q4. And since then Emerson Wealth, LLC has made 7 purchases of VB, at an average price of $151.07, for a total of 122,106.00 shares. In addition, there have been 7 sales at an average price of $201.29 for 12,855.00 shares. Based on historical transaction data and VB's current price of $244.81, Emerson Wealth, LLC's estimated gain on his VB holdings is $10.89 Mil, reflecting a 59.02% gain to date.
Emerson Wealth, LLC VB ($244.81) Holding Chart
Emerson Wealth, LLC VB ($244.81) 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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