Number of Shares
8,085.00
Current Holdings Value*
$1.79 Mil
% of Portfolio
1.77%
Total Estimate Gain
$199,235.55
% of Total Estimate Gain
11.04%

Intrinsic Value Partners, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Intrinsic Value Partners, LLC held 8,085.00 shares of Vanguard Small Cap ETF(VB), totaling $1.79 Mil. This investment constitutes 1.77% of their stock portfolio, and Intrinsic Value Partners, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2023Q4. And since then Intrinsic Value Partners, LLC has made 4 purchases of VB, at an average price of $219.13, for a total of 8,235.00 shares. In addition, there have been 1 sales at an average price of $246.23 for 150.00 shares. Based on historical transaction data and VB's current price of $243.27, Intrinsic Value Partners, LLC's estimated gain on his VB holdings is $199,235.55, reflecting a 11.04% gain to date.

Intrinsic Value Partners, LLC VB ($243.27) Holding Chart

Intrinsic Value Partners, LLC 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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