Number of Shares
57,398.00
Current Holdings Value*
$12.73 Mil
% of Portfolio
2.88%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
12.95%

Capital Management Associates, Inc's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Capital Management Associates, Inc held 57,398.00 shares of Vanguard Small Cap ETF(VB), totaling $12.73 Mil. This investment constitutes 2.88% of their stock portfolio, and Capital Management Associates, Inc now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2023Q4. And since then Capital Management Associates, Inc has made 3 purchases of VB, at an average price of $215.21, for a total of 58,029.00 shares. In addition, there have been 2 sales at an average price of $226.56 for 631.00 shares. Based on historical transaction data and VB's current price of $243.27, Capital Management Associates, Inc's estimated gain on his VB holdings is $1.62 Mil, reflecting a 12.95% gain to date.

Capital Management Associates, Inc VB ($243.27) Holding Chart

Capital Management 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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