Fiduciary Wealth Partners, LLC VB Holdings History
Fiduciary Wealth Partners, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Fiduciary Wealth Partners, LLC held 54,177.00 shares of Vanguard Small Cap ETF(VB), totaling $12.01 Mil. This investment constitutes 10.38% of their stock portfolio, and Fiduciary Wealth Partners, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VB's current price of $244.62, Fiduciary Wealth Partners, LLC's estimated gain on his VB holdings is $314,546.24, reflecting a 2.43% gain to date.
Fiduciary Wealth Partners, LLC VB ($244.62) Holding Chart
Fiduciary Wealth Partners, LLC VB ($244.62) 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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