Five Pine Wealth Management VB Holdings History
Number of Shares
31,159.00
Current Holdings Value*
$6.91 Mil
% of Portfolio
5.63%
Total Estimate Gain
$-82,955.34
% of Total Estimate Gain
-1.08%
Five Pine Wealth Management's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Five Pine Wealth Management held 31,159.00 shares of Vanguard Small Cap ETF(VB), totaling $6.91 Mil. This investment constitutes 5.63% of their stock portfolio, and Five Pine Wealth Management now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q4. And since then Five Pine Wealth Management has made 1 purchases of VB, at an average price of $245.87, for a total of 31,159.00 shares. Based on historical transaction data and VB's current price of $243.21, Five Pine Wealth Management's estimated gain on his VB holdings is $-82,955.34, reflecting a -1.08% gain to date.
Five Pine Wealth Management VB ($243.21) Holding Chart
Five Pine Wealth Management VB ($243.21) 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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