David Kennon Inc VB Holdings History
David Kennon Inc's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, David Kennon Inc held 48,526.00 shares of Vanguard Small Cap ETF(VB), totaling $10.76 Mil. This investment constitutes 4.28% of their stock portfolio, and David Kennon Inc now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q4. And since then David Kennon Inc has made 5 purchases of VB, at an average price of $185.30, for a total of 60,405.00 shares. In addition, there have been 5 sales at an average price of $204.72 for 11,879.00 shares. Based on historical transaction data and VB's current price of $243.21, David Kennon Inc's estimated gain on his VB holdings is $3.04 Mil, reflecting a 27.17% gain to date.
David Kennon Inc VB ($243.21) Holding Chart
David Kennon Inc VB ($243.21) 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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