BALASA DINVERNO & FOLTZ LLC VBK Holdings History
BALASA DINVERNO & FOLTZ LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2022-09-30, BALASA DINVERNO & FOLTZ LLC held 544,705.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $106.29 Mil. This investment constitutes 6.71% of their stock portfolio, and BALASA DINVERNO & FOLTZ LLC now holds 0.92% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2014Q1. And since then BALASA DINVERNO & FOLTZ LLC has made 15 purchases of VBK, at an average price of $138.61, for a total of 705,230.00 shares. In addition, there have been 11 sales at an average price of $210.51 for 160,525.00 shares. Based on historical transaction data and VBK's current price of $284.90, BALASA DINVERNO & FOLTZ LLC's estimated gain on his VBK holdings is $91.23 Mil, reflecting a 93.33% gain to date.
BALASA DINVERNO & FOLTZ LLC VBK ($284.90) Holding Chart
BALASA DINVERNO & FOLTZ LLC VBK ($284.90) 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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