Traveka Wealth, LLC VB Holdings History
Number of Shares
7,014.00
Current Holdings Value*
$1.66 Mil
% of Portfolio
0.88%
Total Estimate Gain
$463,240.32
% of Total Estimate Gain
23.17%
Traveka Wealth, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, Traveka Wealth, LLC held 7,014.00 shares of Vanguard Small Cap ETF(VB), totaling $1.66 Mil. This investment constitutes 0.88% of their stock portfolio, and Traveka Wealth, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. In addition, there have been 3 sales at an average price of $224.92 for 3,362.00 shares. Based on historical transaction data and VB's current price of $243.27, Traveka Wealth, LLC's estimated gain on his VB holdings is $463,240.32, reflecting a 23.17% gain to date.
Traveka Wealth, LLC VB ($243.27) Holding Chart
Traveka Wealth, LLC 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers