Number of Shares
26,069.00
Current Holdings Value*
$6.18 Mil
% of Portfolio
3.98%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
27.34%

Greenhouse Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-06-30, Greenhouse Wealth Management, LLC held 26,069.00 shares of Vanguard Small Cap ETF(VB), totaling $6.18 Mil. This investment constitutes 3.98% of their stock portfolio, and Greenhouse Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2020Q4. And since then Greenhouse Wealth Management, LLC has made 13 purchases of VB, at an average price of $189.31, for a total of 27,373.00 shares. In addition, there have been 5 sales at an average price of $196.92 for 1,304.00 shares. Based on historical transaction data and VB's current price of $243.27, Greenhouse Wealth Management, LLC's estimated gain on his VB holdings is $1.42 Mil, reflecting a 27.34% gain to date.

Greenhouse Wealth Management, LLC VB ($243.27) Holding Chart

Greenhouse Wealth Management, LLC VB ($243.27) 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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