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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