OAK HILL WEALTH ADVISORS, LLC VB Holdings History
OAK HILL WEALTH ADVISORS, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, OAK HILL WEALTH ADVISORS, LLC held 75,928.00 shares of Vanguard Small Cap ETF(VB), totaling $16.84 Mil. This investment constitutes 3.91% of their stock portfolio, and OAK HILL WEALTH ADVISORS, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q4. And since then OAK HILL WEALTH ADVISORS, LLC has made 7 purchases of VB, at an average price of $220.18, for a total of 193,417.00 shares. In addition, there have been 2 sales at an average price of $221.37 for 117,489.00 shares. Based on historical transaction data and VB's current price of $243.27, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his VB holdings is $1.89 Mil, reflecting a 4.44% gain to date.
OAK HILL WEALTH ADVISORS, LLC VB ($243.27) Holding Chart
OAK HILL WEALTH ADVISORS, LLC 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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