WALLER FINANCIAL PLANNING GROUP, INC VB Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 36,672.00 shares of Vanguard Small Cap ETF(VB), totaling $8.69 Mil. This investment constitutes 2.1% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2018Q4. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 10 purchases of VB, at an average price of $166.21, for a total of 64,777.00 shares. In addition, there have been 16 sales at an average price of $179.15 for 28,105.00 shares. Based on historical transaction data and VB's current price of $243.27, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his VB holdings is $3.19 Mil, reflecting a 29.63% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC VB ($243.27) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC 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 % | |||
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