Resource Planning Group VB Holdings History
Resource Planning Group's Vanguard Small Cap ETF Holding Summary
As of 2023-12-31, Resource Planning Group held 34,874.00 shares of Vanguard Small Cap ETF(VB), totaling $7.36 Mil. This investment constitutes 4.68% of their stock portfolio, and Resource Planning Group now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2018Q3. And since then Resource Planning Group has made 8 purchases of VB, at an average price of $152.69, for a total of 55,432.00 shares. In addition, there have been 13 sales at an average price of $172.18 for 20,558.00 shares. Based on historical transaction data and VB's current price of $233.45, Resource Planning Group's estimated gain on his VB holdings is $3.22 Mil, reflecting a 38.01% gain to date.
Resource Planning Group VB ($233.45) Holding Chart
Resource Planning Group VB ($233.45) 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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