Hurlow Wealth Management Group, Inc. VB Holdings History
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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