Precision Wealth Strategies, LLC VB Holdings History
Precision Wealth Strategies, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Precision Wealth Strategies, LLC held 10,921.00 shares of Vanguard Small Cap ETF(VB), totaling $2.42 Mil. This investment constitutes 1.85% of their stock portfolio, and Precision Wealth Strategies, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q2. And since then Precision Wealth Strategies, LLC has made 3 purchases of VB, at an average price of $231.90, for a total of 18,756.00 shares. In addition, there have been 1 sales at an average price of $246.23 for 7,835.00 shares. Based on historical transaction data and VB's current price of $240.64, Precision Wealth Strategies, LLC's estimated gain on his VB holdings is $207,813.64, reflecting a 4.78% gain to date.
Precision Wealth Strategies, LLC VB ($240.64) Holding Chart
Precision Wealth Strategies, LLC VB ($240.64) 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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