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 % |
Top Ranked Articles
- 1