Peak Retirement Planning, Inc. VB Holdings History
Number of Shares
18,836.00
Current Holdings Value*
$4.53 Mil
% of Portfolio
3.06%
Total Estimate Gain
$-55,754.56
% of Total Estimate Gain
-1.20%
Peak Retirement Planning, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2024-12-31, Peak Retirement Planning, Inc. held 18,836.00 shares of Vanguard Small Cap ETF(VB), totaling $4.53 Mil. This investment constitutes 3.06% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VB's current price of $243.27, Peak Retirement Planning, Inc.'s estimated gain on his VB holdings is $-55,754.56, reflecting a -1.20% gain to date.
Peak Retirement Planning, Inc. VB ($243.27) Holding Chart
Peak Retirement Planning, 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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