Badgley Phelps Wealth Managers, LLC VB Holdings History
Badgley Phelps Wealth Managers, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 541,667.00 shares of Vanguard Small Cap ETF(VB), totaling $120.11 Mil. This investment constitutes 2.9% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.2% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q3. And since then Badgley Phelps Wealth Managers, LLC has made 13 purchases of VB, at an average price of $216.81, for a total of 543,336.00 shares. In addition, there have been 1 sales at an average price of $246.23 for 1,669.00 shares. Based on historical transaction data and VB's current price of $240.64, Badgley Phelps Wealth Managers, LLC's estimated gain on his VB holdings is $12.96 Mil, reflecting a 11.00% gain to date.
Badgley Phelps Wealth Managers, LLC VB ($240.64) Holding Chart
Badgley Phelps Wealth Managers, LLC VB ($240.64) 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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