Number of Shares
11,237.00
Current Holdings Value*
$2.49 Mil
% of Portfolio
2.02%
Total Estimate Gain
$805,699.99
% of Total Estimate Gain
33.62%

Hummer Financial Advisory Services Inc's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Hummer Financial Advisory Services Inc held 11,237.00 shares of Vanguard Small Cap ETF(VB), totaling $2.49 Mil. This investment constitutes 2.02% of their stock portfolio, and Hummer Financial Advisory Services Inc now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2019Q4. And since then Hummer Financial Advisory Services Inc has made 5 purchases of VB, at an average price of $167.29, for a total of 14,326.00 shares. In addition, there have been 7 sales at an average price of $194.39 for 3,089.00 shares. Based on historical transaction data and VB's current price of $231.54, Hummer Financial Advisory Services Inc's estimated gain on his VB holdings is $805,699.99, reflecting a 33.62% gain to date.

Hummer Financial Advisory Services Inc VB ($231.54) Holding Chart

Hummer Financial Advisory Services Inc VB ($231.54) 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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