Fonville Wealth Management LLC VB Holdings History
Fonville Wealth Management LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Fonville Wealth Management LLC held 42,764.00 shares of Vanguard Small Cap ETF(VB), totaling $9.39 Mil. This investment constitutes 2.77% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 4 purchases of VB, at an average price of $202.95, for a total of 43,848.00 shares. In addition, there have been 1 sales at an average price of $227.22 for 1,084.00 shares. Based on historical transaction data and VB's current price of $237.37, Fonville Wealth Management LLC's estimated gain on his VB holdings is $1.50 Mil, reflecting a 16.84% gain to date.
Fonville Wealth Management LLC VB ($237.37) Holding Chart
Fonville Wealth Management LLC VB ($237.37) 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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