Jacobsen Capital Management VB Holdings History
Jacobsen Capital Management's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Jacobsen Capital Management held 18,292.00 shares of Vanguard Small Cap ETF(VB), totaling $4.06 Mil. This investment constitutes 1.76% of their stock portfolio, and Jacobsen Capital Management now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q1. And since then Jacobsen Capital Management has made 5 purchases of VB, at an average price of $219.13, for a total of 18,292.00 shares. Based on historical transaction data and VB's current price of $243.16, Jacobsen Capital Management's estimated gain on his VB holdings is $439,555.84, reflecting a 10.97% gain to date.
Jacobsen Capital Management VB ($243.16) Holding Chart
Jacobsen Capital Management VB ($243.16) 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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