Howard Wealth Management, LLC VB Holdings History
Howard Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Howard Wealth Management, LLC held 32,253.00 shares of Vanguard Small Cap ETF(VB), totaling $7.15 Mil. This investment constitutes 3.99% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then Howard Wealth Management, LLC has made 14 purchases of VB, at an average price of $167.36, for a total of 39,790.00 shares. In addition, there have been 7 sales at an average price of $183.24 for 7,537.00 shares. Based on historical transaction data and VB's current price of $241.27, Howard Wealth Management, LLC's estimated gain on his VB holdings is $2.50 Mil, reflecting a 37.59% gain to date.
Howard Wealth Management, LLC VB ($241.27) Holding Chart
Howard Wealth Management, LLC VB ($241.27) 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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