Number of Shares
36,656.00
Current Holdings Value*
$9.23 Mil
% of Portfolio
4.01%
Total Estimate Gain
$3.24 Mil
% of Total Estimate Gain
28.29%

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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