INSPIRION WEALTH ADVISORS, LLC VB Holdings History
INSPIRION WEALTH ADVISORS, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 4,664.00 shares of Vanguard Small Cap ETF(VB), totaling $1.11 Mil. This investment constitutes 0.15% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2014Q4. And since then INSPIRION WEALTH ADVISORS, LLC has made 9 purchases of VB, at an average price of $152.80, for a total of 8,908.00 shares. In addition, there have been 20 sales at an average price of $158.73 for 4,244.00 shares. Based on historical transaction data and VB's current price of $243.27, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his VB holdings is $447,163.52, reflecting a 32.85% gain to date.
INSPIRION WEALTH ADVISORS, LLC VB ($243.27) Holding Chart
INSPIRION WEALTH ADVISORS, LLC VB ($243.27) 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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