Number of Shares
28,233.00
Current Holdings Value*
$7.11 Mil
% of Portfolio
2.75%
Total Estimate Gain
$5.18 Mil
% of Total Estimate Gain
17.66%

Bishop & Co Investment Management, LLC's Vanguard Small Cap Growth ETF Holding Summary

As of 2025-03-31, Bishop & Co Investment Management, LLC held 28,233.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $7.11 Mil. This investment constitutes 2.75% of their stock portfolio, and Bishop & Co Investment Management, LLC now holds 0.04% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.

The initial trade took place in 2018Q2. And since then Bishop & Co Investment Management, LLC has made 22 purchases of VBK, at an average price of $208.91, for a total of 140,435.00 shares. In addition, there have been 6 sales at an average price of $236.87 for 112,202.00 shares. Based on historical transaction data and VBK's current price of $281.27, Bishop & Co Investment Management, LLC's estimated gain on his VBK holdings is $5.18 Mil, reflecting a 17.66% gain to date.

Bishop & Co Investment Management, LLC VBK ($281.27) Holding Chart

Bishop & Co Investment Management, LLC VBK ($281.27) 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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