Berkeley Capital Partners, LLC VIS Holdings History
Berkeley Capital Partners, LLC's Vanguard Industrials ETF Holding Summary
As of 2025-03-31, Berkeley Capital Partners, LLC held 36,069.00 shares of Vanguard Industrials ETF(VIS), totaling $8.93 Mil. This investment constitutes 2.46% of their stock portfolio, and Berkeley Capital Partners, LLC now holds 0.18% of the outstanding Vanguard Industrials ETF(VIS) stock.
The initial trade took place in 2021Q1. And since then Berkeley Capital Partners, LLC has made 8 purchases of VIS, at an average price of $186.16, for a total of 89,344.00 shares. In addition, there have been 7 sales at an average price of $197.71 for 53,275.00 shares. Based on historical transaction data and VIS's current price of $278.91, Berkeley Capital Partners, LLC's estimated gain on his VIS holdings is $3.96 Mil, reflecting a 23.81% gain to date.
Berkeley Capital Partners, LLC VIS ($278.91) Holding Chart
Berkeley Capital Partners, LLC VIS ($278.91) 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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