VSM Wealth Advisory, LLC SCHB Holdings History
VSM Wealth Advisory, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, VSM Wealth Advisory, LLC held 477,090.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $10.27 Mil. This investment constitutes 3.69% of their stock portfolio, and VSM Wealth Advisory, LLC now holds 0.03% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $22.75 for 3,282.00 shares. Based on historical transaction data and SCHB's current price of $24.48, VSM Wealth Advisory, LLC's estimated gain on his SCHB holdings is $777,328.50, reflecting a 7.08% gain to date.
VSM Wealth Advisory, LLC SCHB ($24.48) Holding Chart
VSM Wealth Advisory, LLC SCHB ($24.48) 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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