Agate Pass Investment Management, LLC VB Holdings History
Agate Pass Investment Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Agate Pass Investment Management, LLC held 44,633.00 shares of Vanguard Small Cap ETF(VB), totaling $9.90 Mil. This investment constitutes 4.23% of their stock portfolio, and Agate Pass Investment Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q4. And since then Agate Pass Investment Management, LLC has made 6 purchases of VB, at an average price of $218.57, for a total of 57,015.00 shares. In addition, there have been 7 sales at an average price of $216.55 for 12,382.00 shares. Based on historical transaction data and VB's current price of $243.66, Agate Pass Investment Management, LLC's estimated gain on his VB holdings is $1.10 Mil, reflecting a 8.79% gain to date.
Agate Pass Investment Management, LLC VB ($243.66) Holding Chart
Agate Pass Investment Management, LLC VB ($243.66) 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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