Number of Shares
83,340.00
Current Holdings Value*
$18.48 Mil
% of Portfolio
5.78%
Total Estimate Gain
$6.44 Mil
% of Total Estimate Gain
43.19%

Hurlow Wealth Management Group, Inc.'s Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Hurlow Wealth Management Group, Inc. held 83,340.00 shares of Vanguard Small Cap ETF(VB), totaling $18.48 Mil. This investment constitutes 5.78% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0.03% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2018Q4. And since then Hurlow Wealth Management Group, Inc. has made 17 purchases of VB, at an average price of $165.56, for a total of 90,041.00 shares. In addition, there have been 8 sales at an average price of $207.61 for 6,701.00 shares. Based on historical transaction data and VB's current price of $239.44, Hurlow Wealth Management Group, Inc.'s estimated gain on his VB holdings is $6.44 Mil, reflecting a 43.19% gain to date.

Hurlow Wealth Management Group, Inc. VB ($239.44) Holding Chart

Hurlow Wealth Management Group, Inc. VB ($239.44) 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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