INVICTUS PRIVATE WEALTH, LLC VB Holdings History
INVICTUS PRIVATE WEALTH, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, INVICTUS PRIVATE WEALTH, LLC held 330,539.00 shares of Vanguard Small Cap ETF(VB), totaling $73.30 Mil. This investment constitutes 5.81% of their stock portfolio, and INVICTUS PRIVATE WEALTH, LLC now holds 0.12% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q1. And since then INVICTUS PRIVATE WEALTH, LLC has made 9 purchases of VB, at an average price of $197.75, for a total of 330,539.00 shares. Based on historical transaction data and VB's current price of $242.30, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his VB holdings is $14.73 Mil, reflecting a 22.53% gain to date.
INVICTUS PRIVATE WEALTH, LLC VB ($242.30) Holding Chart
INVICTUS PRIVATE WEALTH, LLC VB ($242.30) 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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