LongView Wealth Management VB Holdings History
LongView Wealth Management's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, LongView Wealth Management held 14,687.00 shares of Vanguard Small Cap ETF(VB), totaling $3.48 Mil. This investment constitutes 1.05% of their stock portfolio, and LongView Wealth Management now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. And since then LongView Wealth Management has made 3 purchases of VB, at an average price of $194.96, for a total of 24,063.00 shares. In addition, there have been 3 sales at an average price of $221.73 for 9,376.00 shares. Based on historical transaction data and VB's current price of $245.19, LongView Wealth Management's estimated gain on his VB holdings is $988,691.02, reflecting a 21.07% gain to date.
LongView Wealth Management VB ($245.19) Holding Chart
LongView Wealth Management VB ($245.19) 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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