Number of Shares
46,001.00
Current Holdings Value*
$10.20 Mil
% of Portfolio
3.14%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
10.52%

Proquility Private Wealth Partners, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Proquility Private Wealth Partners, LLC held 46,001.00 shares of Vanguard Small Cap ETF(VB), totaling $10.20 Mil. This investment constitutes 3.14% of their stock portfolio, and Proquility Private Wealth Partners, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2020Q4. And since then Proquility Private Wealth Partners, LLC has made 9 purchases of VB, at an average price of $204.23, for a total of 74,792.00 shares. In addition, there have been 8 sales at an average price of $196.31 for 28,791.00 shares. Based on historical transaction data and VB's current price of $244.11, Proquility Private Wealth Partners, LLC's estimated gain on his VB holdings is $1.61 Mil, reflecting a 10.52% gain to date.

Proquility Private Wealth Partners, LLC VB ($244.11) Holding Chart

Proquility Private Wealth Partners, LLC VB ($244.11) 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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