CBIZ Investment Advisory Services, LLC VB Holdings History
CBIZ Investment Advisory Services, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 126,578.00 shares of Vanguard Small Cap ETF(VB), totaling $28.07 Mil. This investment constitutes 1.37% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.05% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then CBIZ Investment Advisory Services, LLC has made 12 purchases of VB, at an average price of $180.67, for a total of 1.02 Mil shares. In addition, there have been 9 sales at an average price of $202.21 for 893,882.00 shares. Based on historical transaction data and VB's current price of $245.19, CBIZ Investment Advisory Services, LLC's estimated gain on his VB holdings is $27.42 Mil, reflecting a 14.87% gain to date.
CBIZ Investment Advisory Services, LLC VB ($245.19) Holding Chart
CBIZ Investment Advisory Services, LLC VB ($245.19) 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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