Number of Shares
12,561.00
Current Holdings Value*
$2.79 Mil
% of Portfolio
3.55%
Total Estimate Gain
$512,191.19
% of Total Estimate Gain
16.40%

Objective Capital Management, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Objective Capital Management, LLC held 12,561.00 shares of Vanguard Small Cap ETF(VB), totaling $2.79 Mil. This investment constitutes 3.55% of their stock portfolio, and Objective Capital Management, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 7 purchases of VB, at an average price of $206.03, for a total of 15,157.00 shares. In addition, there have been 5 sales at an average price of $221.23 for 2,596.00 shares. Based on historical transaction data and VB's current price of $243.66, Objective Capital Management, LLC's estimated gain on his VB holdings is $512,191.19, reflecting a 16.40% gain to date.

Objective Capital Management, LLC VB ($243.66) Holding Chart

Objective Capital Management, LLC VB ($243.66) 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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