BBJS FINANCIAL ADVISORS, LLC VBK Holdings History
BBJS FINANCIAL ADVISORS, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 53,596.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $14.33 Mil. This investment constitutes 5.11% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.08% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2022Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 4 purchases of VBK, at an average price of $208.05, for a total of 67,358.00 shares. In addition, there have been 3 sales at an average price of $251.95 for 13,762.00 shares. Based on historical transaction data and VBK's current price of $282.64, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his VBK holdings is $4.60 Mil, reflecting a 32.84% gain to date.
BBJS FINANCIAL ADVISORS, LLC VBK ($282.64) Holding Chart
BBJS FINANCIAL ADVISORS, LLC VBK ($282.64) 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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