Axiom Advisory, LLC VBK Holdings History
Axiom Advisory, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2024-09-30, Axiom Advisory, LLC held 1.69 Mil shares of Vanguard Small Cap Growth ETF(VBK), totaling $432.40 Mil. This investment constitutes 4.04% of their stock portfolio, and Axiom Advisory, LLC now holds 2.55% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2021Q4. And since then Axiom Advisory, LLC has made 11 purchases of VBK, at an average price of $250.22, for a total of 1.69 Mil shares. In addition, there have been 1 sales at an average price of $217.04 for 4,290.00 shares. Based on historical transaction data and VBK's current price of $283.00, Axiom Advisory, LLC's estimated gain on his VBK holdings is $55.17 Mil, reflecting a 13.03% gain to date.
Axiom Advisory, LLC VBK ($283.00) Holding Chart
Axiom Advisory, LLC VBK ($283.00) 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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