BEESE FULMER INVESTMENT MANAGEMENT, INC. VB Holdings History
BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, BEESE FULMER INVESTMENT MANAGEMENT, INC. held 2,686.00 shares of Vanguard Small Cap ETF(VB), totaling $595,620.00. This investment constitutes 0.05% of their stock portfolio, and BEESE FULMER INVESTMENT MANAGEMENT, INC. now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q1. And since then BEESE FULMER INVESTMENT MANAGEMENT, INC. has made 9 purchases of VB, at an average price of $170.44, for a total of 7,649.00 shares. In addition, there have been 9 sales at an average price of $230.86 for 4,963.00 shares. Based on historical transaction data and VB's current price of $245.19, BEESE FULMER INVESTMENT MANAGEMENT, INC.'s estimated gain on his VB holdings is $500,638.43, reflecting a 38.40% gain to date.
BEESE FULMER INVESTMENT MANAGEMENT, INC. VB ($245.19) Holding Chart
BEESE FULMER INVESTMENT MANAGEMENT, INC. VB ($245.19) 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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