Marietta Wealth Management, LLC VB Holdings History
Marietta Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, Marietta Wealth Management, LLC held 69,123.00 shares of Vanguard Small Cap ETF(VB), totaling $16.38 Mil. This investment constitutes 2.14% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q1. And since then Marietta Wealth Management, LLC has made 20 purchases of VB, at an average price of $186.68, for a total of 85,569.00 shares. In addition, there have been 2 sales at an average price of $235.92 for 16,446.00 shares. Based on historical transaction data and VB's current price of $246.77, Marietta Wealth Management, LLC's estimated gain on his VB holdings is $4.96 Mil, reflecting a 31.07% gain to date.
Marietta Wealth Management, LLC VB ($246.77) Holding Chart
Marietta Wealth Management, LLC VB ($246.77) 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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