TCV Trust & Wealth Management, Inc. VB Holdings History
TCV Trust & Wealth Management, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, TCV Trust & Wealth Management, Inc. held 171,223.00 shares of Vanguard Small Cap ETF(VB), totaling $40.58 Mil. This investment constitutes 3.55% of their stock portfolio, and TCV Trust & Wealth Management, Inc. now holds 0.07% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2013Q4. And since then TCV Trust & Wealth Management, Inc. has made 19 purchases of VB, at an average price of $115.58, for a total of 215,553.00 shares. In addition, there have been 20 sales at an average price of $181.91 for 44,330.00 shares. Based on historical transaction data and VB's current price of $243.27, TCV Trust & Wealth Management, Inc.'s estimated gain on his VB holdings is $24.80 Mil, reflecting a 99.56% gain to date.
TCV Trust & Wealth Management, Inc. VB ($243.27) Holding Chart
TCV Trust & Wealth Management, 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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