Momentum Advisors, LLC VB Holdings History
Number of Shares
19,930.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
3.77%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
26.15%
Momentum Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2022-12-31, Momentum Advisors, LLC held 19,930.00 shares of Vanguard Small Cap ETF(VB), totaling $3.66 Mil. This investment constitutes 3.77% of their stock portfolio, and Momentum Advisors, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2022Q2. In addition, there have been 1 sales at an average price of $184.36 for 9.00 shares. Based on historical transaction data and VB's current price of $243.27, Momentum Advisors, LLC's estimated gain on his VB holdings is $1.01 Mil, reflecting a 26.15% gain to date.
Momentum Advisors, LLC VB ($243.27) Holding Chart
Momentum Advisors, LLC VB ($243.27) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers