ASPIRIANT, LLC VB Holdings History

Number of Shares
74,582.00
Current Holdings Value*
$16.54 Mil
% of Portfolio
0.57%
Total Estimate Gain
$2.61 Mil
% of Total Estimate Gain
14.27%

ASPIRIANT, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, ASPIRIANT, LLC held 74,582.00 shares of Vanguard Small Cap ETF(VB), totaling $16.54 Mil. This investment constitutes 0.57% of their stock portfolio, and ASPIRIANT, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2014Q1. And since then ASPIRIANT, LLC has made 25 purchases of VB, at an average price of $194.32, for a total of 93,962.00 shares. In addition, there have been 11 sales at an average price of $134.45 for 19,380.00 shares. Based on historical transaction data and VB's current price of $244.81, ASPIRIANT, LLC's estimated gain on his VB holdings is $2.61 Mil, reflecting a 14.27% gain to date.

ASPIRIANT, LLC VB ($244.81) Holding Chart

ASPIRIANT, LLC VB ($244.81) 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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