Wiser Advisor Group LLC VB Holdings History
Wiser Advisor Group LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Wiser Advisor Group LLC held 8,018.00 shares of Vanguard Small Cap ETF(VB), totaling $1.78 Mil. This investment constitutes 2.63% of their stock portfolio, and Wiser Advisor Group LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. And since then Wiser Advisor Group LLC has made 1 purchases of VB, at an average price of $192.86, for a total of 10,229.00 shares. In addition, there have been 4 sales at an average price of $234.37 for 2,211.00 shares. Based on historical transaction data and VB's current price of $240.64, Wiser Advisor Group LLC's estimated gain on his VB holdings is $474,902.71, reflecting a 24.07% gain to date.
Wiser Advisor Group LLC VB ($240.64) Holding Chart
Wiser Advisor Group LLC VB ($240.64) 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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