JFG Wealth Management, LLC VB Holdings History
JFG Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 50,600.00 shares of Vanguard Small Cap ETF(VB), totaling $11.22 Mil. This investment constitutes 2.55% of their stock portfolio, and JFG Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2018Q4. And since then JFG Wealth Management, LLC has made 18 purchases of VB, at an average price of $184.18, for a total of 120,805.00 shares. In addition, there have been 7 sales at an average price of $201.98 for 70,205.00 shares. Based on historical transaction data and VB's current price of $243.16, JFG Wealth Management, LLC's estimated gain on his VB holdings is $4.23 Mil, reflecting a 19.03% gain to date.
JFG Wealth Management, LLC VB ($243.16) Holding Chart
JFG Wealth Management, LLC VB ($243.16) 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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