AJ Advisors, LLC VB Holdings History
Number of Shares
62,533.00
Current Holdings Value*
$13.87 Mil
% of Portfolio
7.1%
Total Estimate Gain
$3.60 Mil
% of Total Estimate Gain
27.62%
AJ Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, AJ Advisors, LLC held 62,533.00 shares of Vanguard Small Cap ETF(VB), totaling $13.87 Mil. This investment constitutes 7.1% of their stock portfolio, and AJ Advisors, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q4. And since then AJ Advisors, LLC has made 8 purchases of VB, at an average price of $188.89, for a total of 68,975.00 shares. In addition, there have been 1 sales at an average price of $219.60 for 6,442.00 shares. Based on historical transaction data and VB's current price of $243.27, AJ Advisors, LLC's estimated gain on his VB holdings is $3.60 Mil, reflecting a 27.62% gain to date.
AJ Advisors, LLC VB ($243.27) Holding Chart
AJ Advisors, LLC VB ($243.27) 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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