Number of Shares
125,725.00
Current Holdings Value*
$31.65 Mil
% of Portfolio
1.3%
Total Estimate Gain
$12.60 Mil
% of Total Estimate Gain
50.77%

Bragg Financial Advisors, Inc's Vanguard Small Cap Growth ETF Holding Summary

As of 2025-03-31, Bragg Financial Advisors, Inc held 125,725.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $31.65 Mil. This investment constitutes 1.3% of their stock portfolio, and Bragg Financial Advisors, Inc now holds 0.19% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.

The initial trade took place in 2014Q1. And since then Bragg Financial Advisors, Inc has made 26 purchases of VBK, at an average price of $184.69, for a total of 134,338.00 shares. In addition, there have been 9 sales at an average price of $237.26 for 8,613.00 shares. Based on historical transaction data and VBK's current price of $281.27, Bragg Financial Advisors, Inc's estimated gain on his VBK holdings is $12.60 Mil, reflecting a 50.77% gain to date.

Bragg Financial Advisors, Inc VBK ($281.27) Holding Chart

Bragg Financial Advisors, Inc 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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