Monterey Private Wealth, Inc. VB Holdings History
Monterey Private Wealth, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Monterey Private Wealth, Inc. held 69,560.00 shares of Vanguard Small Cap ETF(VB), totaling $15.42 Mil. This investment constitutes 4.54% of their stock portfolio, and Monterey Private Wealth, Inc. now holds 0.03% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q3. And since then Monterey Private Wealth, Inc. has made 11 purchases of VB, at an average price of $186.10, for a total of 84,284.00 shares. In addition, there have been 6 sales at an average price of $203.84 for 14,724.00 shares. Based on historical transaction data and VB's current price of $240.46, Monterey Private Wealth, Inc.'s estimated gain on his VB holdings is $4.04 Mil, reflecting a 25.77% gain to date.
Monterey Private Wealth, Inc. VB ($240.46) Holding Chart
Monterey Private Wealth, Inc. VB ($240.46) 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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