Number of Shares
21,198.00
Current Holdings Value*
$5.03 Mil
% of Portfolio
1.78%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
36.00%

Carmichael Hill & Associates, Inc.'s Vanguard Small Cap ETF Holding Summary

As of 2024-09-30, Carmichael Hill & Associates, Inc. held 21,198.00 shares of Vanguard Small Cap ETF(VB), totaling $5.03 Mil. This investment constitutes 1.78% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 21 purchases of VB, at an average price of $178.09, for a total of 21,990.00 shares. In addition, there have been 5 sales at an average price of $183.60 for 792.00 shares. Based on historical transaction data and VB's current price of $244.40, Carmichael Hill & Associates, Inc.'s estimated gain on his VB holdings is $1.41 Mil, reflecting a 36.00% gain to date.

Carmichael Hill & Associates, Inc. VB ($244.40) Holding Chart

Carmichael Hill & Associates, Inc. VB ($244.40) 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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