VSM Wealth Advisory, LLC VB Holdings History
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 $245.19, VSM Wealth Advisory, LLC's estimated gain on his VB holdings is $-54,001.46, reflecting a -0.41% gain to date.
VSM Wealth Advisory, LLC VB ($245.19) Holding Chart
VSM Wealth Advisory, LLC VB ($245.19) 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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