McClarren Financial Advisors, Inc. VB Holdings History
McClarren Financial Advisors, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, McClarren Financial Advisors, Inc. held 54,225.00 shares of Vanguard Small Cap ETF(VB), totaling $12.71 Mil. This investment constitutes 8.39% of their stock portfolio, and McClarren Financial Advisors, Inc. now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q4. And since then McClarren Financial Advisors, Inc. has made 11 purchases of VB, at an average price of $205.79, for a total of 160,098.00 shares. In addition, there have been 5 sales at an average price of $222.39 for 105,873.00 shares. Based on historical transaction data and VB's current price of $247.42, McClarren Financial Advisors, Inc.'s estimated gain on his VB holdings is $4.02 Mil, reflecting a 12.19% gain to date.
McClarren Financial Advisors, Inc. VB ($247.42) Holding Chart
McClarren Financial Advisors, Inc. VB ($247.42) 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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