AA Financial Advisors, LLC VB Holdings History
AA Financial Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, AA Financial Advisors, LLC held 124,484.00 shares of Vanguard Small Cap ETF(VB), totaling $29.50 Mil. This investment constitutes 6.36% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.05% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. And since then AA Financial Advisors, LLC has made 6 purchases of VB, at an average price of $212.55, for a total of 124,484.00 shares. Based on historical transaction data and VB's current price of $246.98, AA Financial Advisors, LLC's estimated gain on his VB holdings is $4.29 Mil, reflecting a 16.20% gain to date.
AA Financial Advisors, LLC VB ($246.98) Holding Chart
AA Financial Advisors, LLC VB ($246.98) 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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