James Alpha Family Office Portfolio VSS Holdings History
James Alpha Family Office Portfolio's Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 1,806.00 shares of Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS), totaling $227,380.00. This investment constitutes 5.08% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0% of the outstanding Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS) stock.
The initial trade took place in 2020Q2. And since then James Alpha Family Office Portfolio has made 2 purchases of VSS, at an average price of $99.73, for a total of 2,000.00 shares. In addition, there have been 1 sales at an average price of $122.15 for 194.00 shares. Based on historical transaction data and VSS's current price of $133.48, James Alpha Family Office Portfolio's estimated gain on his VSS holdings is $65,307.26, reflecting a 32.74% gain to date.
James Alpha Family Office Portfolio VSS ($133.48) Holding Chart
James Alpha Family Office Portfolio VSS ($133.48) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
