PRESILIUM PRIVATE WEALTH, LLC VBK Holdings History
PRESILIUM PRIVATE WEALTH, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, PRESILIUM PRIVATE WEALTH, LLC held 49,138.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $12.37 Mil. This investment constitutes 2.77% of their stock portfolio, and PRESILIUM PRIVATE WEALTH, LLC now holds 0.06% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2022Q4. And since then PRESILIUM PRIVATE WEALTH, LLC has made 6 purchases of VBK, at an average price of $225.55, for a total of 55,919.00 shares. In addition, there have been 3 sales at an average price of $228.48 for 6,781.00 shares. Based on historical transaction data and VBK's current price of $285.71, PRESILIUM PRIVATE WEALTH, LLC's estimated gain on his VBK holdings is $2.98 Mil, reflecting a 23.60% gain to date.
PRESILIUM PRIVATE WEALTH, LLC VBK ($285.71) Holding Chart
PRESILIUM PRIVATE WEALTH, LLC VBK ($285.71) 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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