Thrive Wealth Management, LLC VB Holdings History
Thrive Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 32,662.00 shares of Vanguard Small Cap ETF(VB), totaling $7.74 Mil. This investment constitutes 1.25% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 9 purchases of VB, at an average price of $209.33, for a total of 51,114.00 shares. In addition, there have been 5 sales at an average price of $194.75 for 18,452.00 shares. Based on historical transaction data and VB's current price of $242.30, Thrive Wealth Management, LLC's estimated gain on his VB holdings is $807,806.51, reflecting a 7.55% gain to date.
Thrive Wealth Management, LLC VB ($242.30) Holding Chart
Thrive Wealth Management, LLC VB ($242.30) 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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