Monument Group Wealth Advisors, LLC VB Holdings History
Monument Group Wealth Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 12,364.00 shares of Vanguard Small Cap ETF(VB), totaling $2.74 Mil. This investment constitutes 1.9% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of VB, at an average price of $195.76, for a total of 14,122.00 shares. In addition, there have been 3 sales at an average price of $221.11 for 1,758.00 shares. Based on historical transaction data and VB's current price of $244.40, Monument Group Wealth Advisors, LLC's estimated gain on his VB holdings is $645,830.34, reflecting a 23.36% gain to date.
Monument Group Wealth Advisors, LLC VB ($244.40) Holding Chart
Monument Group Wealth Advisors, LLC VB ($244.40) 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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