ATMOS ADVISORY, LLC VB Holdings History

Number of Shares
53,995.00
Current Holdings Value*
$11.97 Mil
% of Portfolio
8.04%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
11.31%

ATMOS ADVISORY, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, ATMOS ADVISORY, LLC held 53,995.00 shares of Vanguard Small Cap ETF(VB), totaling $11.97 Mil. This investment constitutes 8.04% of their stock portfolio, and ATMOS ADVISORY, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2021Q4. And since then ATMOS ADVISORY, LLC has made 10 purchases of VB, at an average price of $214.91, for a total of 56,594.00 shares. In addition, there have been 3 sales at an average price of $209.05 for 2,599.00 shares. Based on historical transaction data and VB's current price of $240.68, ATMOS ADVISORY, LLC's estimated gain on his VB holdings is $1.38 Mil, reflecting a 11.31% gain to date.

ATMOS ADVISORY, LLC VB ($240.68) Holding Chart

ATMOS ADVISORY, LLC VB ($240.68) 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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