KerberRose Wealth Management, LLC VB Holdings History
Number of Shares
16,309.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
2.34%
Total Estimate Gain
$806,969.32
% of Total Estimate Gain
25.66%
KerberRose Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 16,309.00 shares of Vanguard Small Cap ETF(VB), totaling $2.87 Mil. This investment constitutes 2.34% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and VB's current price of $242.30, KerberRose Wealth Management, LLC's estimated gain on his VB holdings is $806,969.32, reflecting a 25.66% gain to date.
KerberRose Wealth Management, LLC VB ($242.30) Holding Chart
KerberRose Wealth Management, 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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