Fee-Only Financial Planning, L.C. VB Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, Fee-Only Financial Planning, L.C. held 43,819.00 shares of Vanguard Small Cap ETF(VB), totaling $10.38 Mil. This investment constitutes 6.43% 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 5 purchases of VB, at an average price of $184.87, for a total of 45,206.00 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 $243.27, Fee-Only Financial Planning, L.C.'s estimated gain on his VB holdings is $2.61 Mil, reflecting a 31.28% gain to date.
Fee-Only Financial Planning, L.C. VB ($243.27) Holding Chart
Fee-Only Financial Planning, L.C. VB ($243.27) 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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