Number of Shares
10,725.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
2.62%
Total Estimate Gain
$158,150.35
% of Total Estimate Gain
6.66%

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's Vanguard Small Cap ETF Holding Summary

As of 2024-12-31, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income held 10,725.00 shares of Vanguard Small Cap ETF(VB), totaling $2.58 Mil. This investment constitutes 2.62% of their stock portfolio, and MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2021Q2. And since then MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income has made 2 purchases of VB, at an average price of $221.41, for a total of 10,725.00 shares. Based on historical transaction data and VB's current price of $236.16, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's estimated gain on his VB holdings is $158,150.35, reflecting a 6.66% gain to date.

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income VB ($236.16) Holding Chart

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income VB ($236.16) 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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