Clear Rock Advisors, LLC VB Holdings History
Number of Shares
97,644.00
Current Holdings Value*
$21.29 Mil
% of Portfolio
9.1%
Total Estimate Gain
$5.05 Mil
% of Total Estimate Gain
25.58%
Clear Rock Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2024-06-30, Clear Rock Advisors, LLC held 97,644.00 shares of Vanguard Small Cap ETF(VB), totaling $21.29 Mil. This investment constitutes 9.1% of their stock portfolio, and Clear Rock Advisors, LLC now holds 0.04% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. In addition, there have been 2 sales at an average price of $215.69 for 4,843.00 shares. Based on historical transaction data and VB's current price of $243.27, Clear Rock Advisors, LLC's estimated gain on his VB holdings is $5.05 Mil, reflecting a 25.58% gain to date.
Clear Rock Advisors, LLC VB ($243.27) Holding Chart
Clear Rock Advisors, LLC 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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