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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