Mittelman Wealth Management VB Holdings History
Mittelman Wealth Management's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Mittelman Wealth Management held 15,643.00 shares of Vanguard Small Cap ETF(VB), totaling $3.47 Mil. This investment constitutes 3.13% of their stock portfolio, and Mittelman Wealth Management now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q1. And since then Mittelman Wealth Management has made 2 purchases of VB, at an average price of $227.64, for a total of 19,935.00 shares. In addition, there have been 2 sales at an average price of $245.34 for 4,292.00 shares. Based on historical transaction data and VB's current price of $242.73, Mittelman Wealth Management's estimated gain on his VB holdings is $311,990.41, reflecting a 6.88% gain to date.
Mittelman Wealth Management VB ($242.73) Holding Chart
Mittelman Wealth Management VB ($242.73) 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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