Number of Shares
92,525.00
Current Holdings Value*
$20.52 Mil
% of Portfolio
4.2%
Total Estimate Gain
$7.29 Mil
% of Total Estimate Gain
43.61%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 92,525.00 shares of Vanguard Small Cap ETF(VB), totaling $20.52 Mil. This investment constitutes 4.2% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.03% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2013Q4. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 22 purchases of VB, at an average price of $164.98, for a total of 101,343.00 shares. In addition, there have been 13 sales at an average price of $186.13 for 8,818.00 shares. Based on historical transaction data and VB's current price of $241.77, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his VB holdings is $7.29 Mil, reflecting a 43.61% gain to date.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. VB ($241.77) Holding Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. VB ($241.77) 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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