Number of Shares
54,000.00
Current Holdings Value*
$6.56 Mil
% of Portfolio
3.39%
Total Estimate Gain
$7.79 Mil
% of Total Estimate Gain
77.55%

IBBOTSON ASSOCIATES INC's Vanguard Small Cap Growth ETF Holding Summary

As of 2015-12-31, IBBOTSON ASSOCIATES INC held 54,000.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $6.56 Mil. This investment constitutes 3.39% of their stock portfolio, and IBBOTSON ASSOCIATES INC now holds 0.09% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.

The initial trade took place in 2014Q1. And since then IBBOTSON ASSOCIATES INC has made 5 purchases of VBK, at an average price of $129.44, for a total of 77,563.00 shares. In addition, there have been 3 sales at an average price of $123.68 for 23,563.00 shares. Based on historical transaction data and VBK's current price of $276.13, IBBOTSON ASSOCIATES INC's estimated gain on his VBK holdings is $7.79 Mil, reflecting a 77.55% gain to date.

IBBOTSON ASSOCIATES INC VBK ($276.13) Holding Chart

IBBOTSON ASSOCIATES INC VBK ($276.13) 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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