Number of Shares
32,668.00
Current Holdings Value*
$7.24 Mil
% of Portfolio
1.5%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
15.47%

MITCHELL MCLEOD PUGH & WILLIAMS INC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, MITCHELL MCLEOD PUGH & WILLIAMS INC held 32,668.00 shares of Vanguard Small Cap ETF(VB), totaling $7.24 Mil. This investment constitutes 1.5% of their stock portfolio, and MITCHELL MCLEOD PUGH & WILLIAMS INC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2020Q4. And since then MITCHELL MCLEOD PUGH & WILLIAMS INC has made 17 purchases of VB, at an average price of $205.87, for a total of 35,854.00 shares. In addition, there have been 1 sales at an average price of $192.68 for 3,186.00 shares. Based on historical transaction data and VB's current price of $242.11, MITCHELL MCLEOD PUGH & WILLIAMS INC's estimated gain on his VB holdings is $1.14 Mil, reflecting a 15.47% gain to date.

MITCHELL MCLEOD PUGH & WILLIAMS INC VB ($242.11) Holding Chart

MITCHELL MCLEOD PUGH & WILLIAMS INC VB ($242.11) 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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