Fee-Only Financial Planning, L.C. VB Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Fee-Only Financial Planning, L.C. held 43,429.00 shares of Vanguard Small Cap ETF(VB), totaling $9.63 Mil. This investment constitutes 6.57% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q4. And since then Fee-Only Financial Planning, L.C. has made 4 purchases of VB, at an average price of $184.53, for a total of 44,816.00 shares. In addition, there have been 5 sales at an average price of $224.27 for 1,387.00 shares. Based on historical transaction data and VB's current price of $243.16, Fee-Only Financial Planning, L.C.'s estimated gain on his VB holdings is $2.60 Mil, reflecting a 31.45% gain to date.
Fee-Only Financial Planning, L.C. VB ($243.16) Holding Chart
Fee-Only Financial Planning, L.C. VB ($243.16) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
