CATHY PARETO & ASSOCIATES, INC VB Holdings History
Number of Shares
24,247.00
Current Holdings Value*
$5.75 Mil
% of Portfolio
4.75%
Total Estimate Gain
$-87,691.02
% of Total Estimate Gain
-1.43%
CATHY PARETO & ASSOCIATES, INC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, CATHY PARETO & ASSOCIATES, INC held 24,247.00 shares of Vanguard Small Cap ETF(VB), totaling $5.75 Mil. This investment constitutes 4.75% of their stock portfolio, and CATHY PARETO & ASSOCIATES, INC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $224.63 for 737.00 shares. Based on historical transaction data and VB's current price of $243.27, CATHY PARETO & ASSOCIATES, INC's estimated gain on his VB holdings is $-87,691.02, reflecting a -1.43% gain to date.
CATHY PARETO & ASSOCIATES, INC VB ($243.27) Holding Chart
CATHY PARETO & ASSOCIATES, INC VB ($243.27) 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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