Number of Shares
12,222.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
2.17%
Total Estimate Gain
$23.47 Mil
% of Total Estimate Gain
16.31%

Gibson Wealth Advisors LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Gibson Wealth Advisors LLC held 12,222.00 shares of Vanguard Small Cap ETF(VB), totaling $2.71 Mil. This investment constitutes 2.17% of their stock portfolio, and Gibson Wealth Advisors LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2021Q4. And since then Gibson Wealth Advisors LLC has made 4 purchases of VB, at an average price of $185.28, for a total of 776,527.00 shares. In addition, there have been 5 sales at an average price of $215.03 for 764,305.00 shares. Based on historical transaction data and VB's current price of $244.81, Gibson Wealth Advisors LLC's estimated gain on his VB holdings is $23.47 Mil, reflecting a 16.31% gain to date.

Gibson Wealth Advisors LLC VB ($244.81) Holding Chart

Gibson Wealth Advisors LLC VB ($244.81) 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 %

Top Ranked Articles

  • 1