Life Planning Partners, Inc VB Holdings History
Life Planning Partners, Inc's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 10,950.00 shares of Vanguard Small Cap ETF(VB), totaling $2.43 Mil. This investment constitutes 2.2% of their stock portfolio, and Life Planning Partners, Inc now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 7 purchases of VB, at an average price of $214.52, for a total of 11,135.00 shares. In addition, there have been 2 sales at an average price of $235.54 for 185.00 shares. Based on historical transaction data and VB's current price of $242.30, Life Planning Partners, Inc's estimated gain on his VB holdings is $308,034.44, reflecting a 12.90% gain to date.
Life Planning Partners, Inc VB ($242.30) Holding Chart
Life Planning Partners, Inc 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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