Strategies Wealth Advisors, LLC VBK Holdings History
Strategies Wealth Advisors, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 140,039.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $35.26 Mil. This investment constitutes 4.31% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.21% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 12 purchases of VBK, at an average price of $256.30, for a total of 140,039.00 shares. Based on historical transaction data and VBK's current price of $286.47, Strategies Wealth Advisors, LLC's estimated gain on his VBK holdings is $4.23 Mil, reflecting a 11.77% gain to date.
Strategies Wealth Advisors, LLC VBK ($286.47) Holding Chart
Strategies Wealth Advisors, LLC VBK ($286.47) 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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