Cohen Klingenstein LLC VBK Holdings History
Cohen Klingenstein LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, Cohen Klingenstein LLC held 678,760.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $170.89 Mil. This investment constitutes 6.22% of their stock portfolio, and Cohen Klingenstein LLC now holds 0.84% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2017Q1. And since then Cohen Klingenstein LLC has made 18 purchases of VBK, at an average price of $280.34, for a total of 678,760.00 shares. Based on historical transaction data and VBK's current price of $275.08, Cohen Klingenstein LLC's estimated gain on his VBK holdings is $-3.57 Mil, reflecting a -1.88% gain to date.
Cohen Klingenstein LLC VBK ($275.08) Holding Chart
Cohen Klingenstein LLC VBK ($275.08) 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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