Baldrige Asset Management LLC VB Holdings History
Baldrige Asset Management LLC's Vanguard Small Cap ETF Holding Summary
As of 2023-03-31, Baldrige Asset Management LLC held 42,429.00 shares of Vanguard Small Cap ETF(VB), totaling $8.04 Mil. This investment constitutes 3.3% of their stock portfolio, and Baldrige Asset Management LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q1. And since then Baldrige Asset Management LLC has made 10 purchases of VB, at an average price of $151.38, for a total of 47,366.00 shares. In addition, there have been 6 sales at an average price of $189.96 for 4,937.00 shares. Based on historical transaction data and VB's current price of $247.03, Baldrige Asset Management LLC's estimated gain on his VB holdings is $4.25 Mil, reflecting a 59.26% gain to date.
Baldrige Asset Management LLC VB ($247.03) Holding Chart
Baldrige Asset Management LLC VB ($247.03) 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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