HBC Financial Services, PLLC VB Holdings History
HBC Financial Services, PLLC's Vanguard Small Cap ETF Holding Summary
As of 2024-12-31, HBC Financial Services, PLLC held 14,544.00 shares of Vanguard Small Cap ETF(VB), totaling $3.49 Mil. This investment constitutes 2.14% of their stock portfolio, and HBC Financial Services, PLLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then HBC Financial Services, PLLC has made 3 purchases of VB, at an average price of $170.79, for a total of 34,322.00 shares. In addition, there have been 16 sales at an average price of $187.35 for 19,778.00 shares. Based on historical transaction data and VB's current price of $246.95, HBC Financial Services, PLLC's estimated gain on his VB holdings is $1.44 Mil, reflecting a 24.48% gain to date.
HBC Financial Services, PLLC VB ($246.95) Holding Chart
HBC Financial Services, PLLC VB ($246.95) 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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