Fullen Financial Group VB Holdings History
Number of Shares
74,504.00
Current Holdings Value*
$13.96 Mil
% of Portfolio
7.52%
Total Estimate Gain
$6.14 Mil
% of Total Estimate Gain
51.99%
Fullen Financial Group's Vanguard Small Cap ETF Holding Summary
As of 2023-03-31, Fullen Financial Group held 74,504.00 shares of Vanguard Small Cap ETF(VB), totaling $13.96 Mil. This investment constitutes 7.52% of their stock portfolio, and Fullen Financial Group now holds 0.03% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q2. And since then Fullen Financial Group has made 11 purchases of VB, at an average price of $158.41, for a total of 74,504.00 shares. Based on historical transaction data and VB's current price of $240.76, Fullen Financial Group's estimated gain on his VB holdings is $6.14 Mil, reflecting a 51.99% gain to date.
Fullen Financial Group VB ($240.76) Holding Chart
Fullen Financial Group VB ($240.76) 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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