Whitaker-Myers Wealth Managers, LTD. VBK Holdings History
Whitaker-Myers Wealth Managers, LTD.'s Vanguard Small Cap Growth ETF Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 64,839.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $17.96 Mil. This investment constitutes 4.52% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0.11% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2023Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 10 purchases of VBK, at an average price of $241.20, for a total of 64,839.00 shares. Based on historical transaction data and VBK's current price of $279.94, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his VBK holdings is $2.51 Mil, reflecting a 16.06% gain to date.
Whitaker-Myers Wealth Managers, LTD. VBK ($279.94) Holding Chart
Whitaker-Myers Wealth Managers, LTD. VBK ($279.94) 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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