Number of Shares
53,701.00
Current Holdings Value*
$11.91 Mil
% of Portfolio
4.28%
Total Estimate Gain
$65,751.77
% of Total Estimate Gain
0.50%

VSM Wealth Advisory, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, VSM Wealth Advisory, LLC held 53,701.00 shares of Vanguard Small Cap ETF(VB), totaling $11.91 Mil. This investment constitutes 4.28% of their stock portfolio, and VSM Wealth Advisory, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2024Q4. And since then VSM Wealth Advisory, LLC has made 1 purchases of VB, at an average price of $246.20, for a total of 53,701.00 shares. Based on historical transaction data and VB's current price of $247.42, VSM Wealth Advisory, LLC's estimated gain on his VB holdings is $65,751.77, reflecting a 0.50% gain to date.

VSM Wealth Advisory, LLC VB ($247.42) Holding Chart

VSM Wealth Advisory, LLC VB ($247.42) 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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