NEW WAVE WEALTH ADVISORS LLC VBK Holdings History
NEW WAVE WEALTH ADVISORS LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 20,877.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $5.78 Mil. This investment constitutes 2.46% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0.03% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2024Q3. And since then NEW WAVE WEALTH ADVISORS LLC has made 3 purchases of VBK, at an average price of $257.51, for a total of 21,599.00 shares. In addition, there have been 1 sales at an average price of $282.94 for 722.00 shares. Based on historical transaction data and VBK's current price of $283.29, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his VBK holdings is $556,514.97, reflecting a 10.01% gain to date.
NEW WAVE WEALTH ADVISORS LLC VBK ($283.29) Holding Chart
NEW WAVE WEALTH ADVISORS LLC VBK ($283.29) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
