GRIMES & COMPANY, INC. VB Holdings History

Number of Shares
576,190.00
Current Holdings Value*
$127.77 Mil
% of Portfolio
3.95%
Total Estimate Gain
$11.60 Mil
% of Total Estimate Gain
7.28%

GRIMES & COMPANY, INC.'s Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, GRIMES & COMPANY, INC. held 576,190.00 shares of Vanguard Small Cap ETF(VB), totaling $127.77 Mil. This investment constitutes 3.95% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.19% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2015Q2. And since then GRIMES & COMPANY, INC. has made 12 purchases of VB, at an average price of $225.64, for a total of 705,903.00 shares. In addition, there have been 7 sales at an average price of $236.80 for 129,713.00 shares. Based on historical transaction data and VB's current price of $243.27, GRIMES & COMPANY, INC.'s estimated gain on his VB holdings is $11.60 Mil, reflecting a 7.28% gain to date.

GRIMES & COMPANY, INC. VB ($243.27) Holding Chart

GRIMES & COMPANY, INC. VB ($243.27) 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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