Asset Allocation & Management Company, LLC VB Holdings History
Asset Allocation & Management Company, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Asset Allocation & Management Company, LLC held 5,310.00 shares of Vanguard Small Cap ETF(VB), totaling $1.18 Mil. This investment constitutes 0.6% of their stock portfolio, and Asset Allocation & Management Company, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then Asset Allocation & Management Company, LLC has made 6 purchases of VB, at an average price of $165.75, for a total of 71,081.00 shares. In addition, there have been 5 sales at an average price of $182.75 for 65,771.00 shares. Based on historical transaction data and VB's current price of $236.16, Asset Allocation & Management Company, LLC's estimated gain on his VB holdings is $1.49 Mil, reflecting a 12.66% gain to date.
Asset Allocation & Management Company, LLC VB ($236.16) Holding Chart
Asset Allocation & Management Company, LLC VB ($236.16) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
