Number of Shares
19,872.00
Current Holdings Value*
$4.71 Mil
% of Portfolio
3.3%
Total Estimate Gain
$444,737.07
% of Total Estimate Gain
8.96%

Wilson & Boucher Capital Management, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-06-30, Wilson & Boucher Capital Management, LLC held 19,872.00 shares of Vanguard Small Cap ETF(VB), totaling $4.71 Mil. This investment constitutes 3.3% of their stock portfolio, and Wilson & Boucher Capital Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2021Q4. And since then Wilson & Boucher Capital Management, LLC has made 6 purchases of VB, at an average price of $223.95, for a total of 22,170.00 shares. In addition, there have been 8 sales at an average price of $214.50 for 2,298.00 shares. Based on historical transaction data and VB's current price of $247.42, Wilson & Boucher Capital Management, LLC's estimated gain on his VB holdings is $444,737.07, reflecting a 8.96% gain to date.

Wilson & Boucher Capital Management, LLC VB ($247.42) Holding Chart

Wilson & Boucher Capital Management, 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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