Invst, LLC VBK Holdings History
Invst, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, Invst, LLC held 10,322.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $2.60 Mil. This investment constitutes 0.35% of their stock portfolio, and Invst, LLC now holds 0.02% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2020Q3. And since then Invst, LLC has made 11 purchases of VBK, at an average price of $225.14, for a total of 98,455.00 shares. In addition, there have been 8 sales at an average price of $262.16 for 88,133.00 shares. Based on historical transaction data and VBK's current price of $283.96, Invst, LLC's estimated gain on his VBK holdings is $3.87 Mil, reflecting a 17.46% gain to date.
Invst, LLC VBK ($283.96) Holding Chart
Invst, LLC VBK ($283.96) 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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