James Reed Financial Services, Inc. VB Holdings History
James Reed Financial Services, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, James Reed Financial Services, Inc. held 20,844.00 shares of Vanguard Small Cap ETF(VB), totaling $4.62 Mil. This investment constitutes 5.15% of their stock portfolio, and James Reed Financial Services, Inc. now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q4. And since then James Reed Financial Services, Inc. has made 1 purchases of VB, at an average price of $227.63, for a total of 22,059.00 shares. In addition, there have been 4 sales at an average price of $207.76 for 1,215.00 shares. Based on historical transaction data and VB's current price of $243.21, James Reed Financial Services, Inc.'s estimated gain on his VB holdings is $300,515.10, reflecting a 5.98% gain to date.
James Reed Financial Services, Inc. VB ($243.21) Holding Chart
James Reed Financial Services, Inc. VB ($243.21) 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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