ELM ADVISORS, LLC VB Holdings History

Number of Shares
15,412.00
Current Holdings Value*
$3.27 Mil
% of Portfolio
4.42%
Total Estimate Gain
$4.88 Mil
% of Total Estimate Gain
86.45%

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 $243.59, ELM ADVISORS, LLC's estimated gain on his VB holdings is $4.88 Mil, reflecting a 86.45% gain to date.

ELM ADVISORS, LLC VB ($243.59) Holding Chart

ELM ADVISORS, LLC VB ($243.59) 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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