Clearstead Advisors, LLC VB Holdings History
Clearstead Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 486,762.00 shares of Vanguard Small Cap ETF(VB), totaling $107.94 Mil. This investment constitutes 1.67% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.18% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 24 purchases of VB, at an average price of $204.19, for a total of 651,383.00 shares. In addition, there have been 4 sales at an average price of $194.48 for 164,621.00 shares. Based on historical transaction data and VB's current price of $242.30, Clearstead Advisors, LLC's estimated gain on his VB holdings is $16.95 Mil, reflecting a 12.75% gain to date.
Clearstead Advisors, LLC VB ($242.30) Holding Chart
Clearstead Advisors, LLC VB ($242.30) 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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