NavPoint Financial, Inc. VB Holdings History
NavPoint Financial, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, NavPoint Financial, Inc. held 28,444.00 shares of Vanguard Small Cap ETF(VB), totaling $6.31 Mil. This investment constitutes 4.44% of their stock portfolio, and NavPoint Financial, Inc. now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. And since then NavPoint Financial, Inc. has made 3 purchases of VB, at an average price of $193.25, for a total of 30,765.00 shares. In addition, there have been 2 sales at an average price of $225.25 for 2,321.00 shares. Based on historical transaction data and VB's current price of $243.27, NavPoint Financial, Inc.'s estimated gain on his VB holdings is $1.50 Mil, reflecting a 25.18% gain to date.
NavPoint Financial, Inc. VB ($243.27) Holding Chart
NavPoint Financial, Inc. VB ($243.27) 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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