FinDec Wealth Services, Inc. VB Holdings History
FinDec Wealth Services, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 20,390.00 shares of Vanguard Small Cap ETF(VB), totaling $4.52 Mil. This investment constitutes 4.47% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 4 purchases of VB, at an average price of $206.84, for a total of 29,662.00 shares. In addition, there have been 5 sales at an average price of $212.44 for 9,272.00 shares. Based on historical transaction data and VB's current price of $240.64, FinDec Wealth Services, Inc.'s estimated gain on his VB holdings is $741,178.33, reflecting a 12.08% gain to date.
FinDec Wealth Services, Inc. VB ($240.64) Holding Chart
FinDec Wealth Services, Inc. VB ($240.64) 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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