High Net Worth Advisory Group LLC VB Holdings History
High Net Worth Advisory Group LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, High Net Worth Advisory Group LLC held 5,991.00 shares of Vanguard Small Cap ETF(VB), totaling $1.33 Mil. This investment constitutes 0.37% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 5 purchases of VB, at an average price of $230.55, for a total of 6,036.00 shares. In addition, there have been 2 sales at an average price of $193.22 for 45.00 shares. Based on historical transaction data and VB's current price of $243.21, High Net Worth Advisory Group LLC's estimated gain on his VB holdings is $74,140.94, reflecting a 5.33% gain to date.
High Net Worth Advisory Group LLC VB ($243.21) Holding Chart
High Net Worth Advisory Group LLC VB ($243.21) 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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