Hartmann Taylor Wealth Management, LLC VB Holdings History
Number of Shares
18,678.00
Current Holdings Value*
$4.14 Mil
% of Portfolio
3.71%
Total Estimate Gain
$65,186.22
% of Total Estimate Gain
1.46%
Hartmann Taylor Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Hartmann Taylor Wealth Management, LLC held 18,678.00 shares of Vanguard Small Cap ETF(VB), totaling $4.14 Mil. This investment constitutes 3.71% of their stock portfolio, and Hartmann Taylor Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VB's current price of $242.30, Hartmann Taylor Wealth Management, LLC's estimated gain on his VB holdings is $65,186.22, reflecting a 1.46% gain to date.
Hartmann Taylor Wealth Management, LLC VB ($242.30) Holding Chart
Hartmann Taylor Wealth Management, LLC VB ($242.30) 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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