Waypoint Wealth Counsel VB Holdings History
waypoint wealth counsel's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, waypoint wealth counsel held 16,206.00 shares of Vanguard Small Cap ETF(VB), totaling $3.59 Mil. This investment constitutes 2.26% of their stock portfolio, and waypoint wealth counsel now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 3 purchases of VB, at an average price of $191.91, for a total of 18,368.00 shares. In addition, there have been 6 sales at an average price of $198.17 for 2,162.00 shares. Based on historical transaction data and VB's current price of $231.32, waypoint wealth counsel's estimated gain on his VB holdings is $652,257.04, reflecting a 18.50% gain to date.
waypoint wealth counsel VB ($231.32) Holding Chart
waypoint wealth counsel VB ($231.32) 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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