ELM ADVISORS, LLC VB Holdings History
ELM ADVISORS, LLC's Vanguard Small Cap ETF Holding Summary
As of 2022-03-31, ELM ADVISORS, LLC held 15,412.00 shares of Vanguard Small Cap ETF(VB), totaling $3.27 Mil. This investment constitutes 4.42% of their stock portfolio, and ELM ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2013Q4. And since then ELM ADVISORS, LLC has made 9 purchases of VB, at an average price of $110.65, for a total of 51,021.00 shares. In addition, there have been 15 sales at an average price of $190.17 for 35,609.00 shares. Based on historical transaction data and VB's current price of $242.30, ELM ADVISORS, LLC's estimated gain on his VB holdings is $4.86 Mil, reflecting a 86.10% gain to date.
ELM ADVISORS, LLC VB ($242.30) Holding Chart
ELM 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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