Number of Shares
111,949.00
Current Holdings Value*
$31.00 Mil
% of Portfolio
4.1%
Total Estimate Gain
$11.44 Mil
% of Total Estimate Gain
48.14%

INSPIRION WEALTH ADVISORS, LLC's Vanguard Small Cap Growth ETF Holding Summary

As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 111,949.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $31.00 Mil. This investment constitutes 4.1% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.17% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.

The initial trade took place in 2014Q4. And since then INSPIRION WEALTH ADVISORS, LLC has made 25 purchases of VBK, at an average price of $184.40, for a total of 128,903.00 shares. In addition, there have been 7 sales at an average price of $200.23 for 16,954.00 shares. Based on historical transaction data and VBK's current price of $284.23, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his VBK holdings is $11.44 Mil, reflecting a 48.14% gain to date.

INSPIRION WEALTH ADVISORS, LLC VBK ($284.23) Holding Chart

INSPIRION WEALTH ADVISORS, LLC VBK ($284.23) 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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