Jentner Corp VBK Holdings History
Jentner Corp's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, Jentner Corp held 99,820.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $25.13 Mil. This investment constitutes 7.52% of their stock portfolio, and Jentner Corp now holds 0.15% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2018Q2. And since then Jentner Corp has made 14 purchases of VBK, at an average price of $181.81, for a total of 194,966.00 shares. In addition, there have been 14 sales at an average price of $203.11 for 95,146.00 shares. Based on historical transaction data and VBK's current price of $279.72, Jentner Corp's estimated gain on his VBK holdings is $11.80 Mil, reflecting a 33.29% gain to date.
Jentner Corp VBK ($279.72) Holding Chart
Jentner Corp VBK ($279.72) 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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