Towerpoint Wealth, LLC VBK Holdings History
Towerpoint Wealth, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 28,883.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $8.00 Mil. This investment constitutes 3.54% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.05% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2018Q2. And since then Towerpoint Wealth, LLC has made 16 purchases of VBK, at an average price of $179.71, for a total of 52,265.00 shares. In addition, there have been 13 sales at an average price of $256.01 for 23,382.00 shares. Based on historical transaction data and VBK's current price of $277.65, Towerpoint Wealth, LLC's estimated gain on his VBK holdings is $4.61 Mil, reflecting a 49.11% gain to date.
Towerpoint Wealth, LLC VBK ($277.65) Holding Chart
Towerpoint Wealth, LLC VBK ($277.65) 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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