Jacobsen Capital Management VBK Holdings History
Jacobsen Capital Management's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, Jacobsen Capital Management held 36,656.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $9.23 Mil. This investment constitutes 4.01% of their stock portfolio, and Jacobsen Capital Management now holds 0.05% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2019Q2. And since then Jacobsen Capital Management has made 12 purchases of VBK, at an average price of $203.95, for a total of 56,175.00 shares. In addition, there have been 10 sales at an average price of $224.79 for 19,519.00 shares. Based on historical transaction data and VBK's current price of $281.27, Jacobsen Capital Management's estimated gain on his VBK holdings is $3.24 Mil, reflecting a 28.29% gain to date.
Jacobsen Capital Management VBK ($281.27) Holding Chart
Jacobsen Capital Management VBK ($281.27) 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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