Morningstar Income And Growth ETF Asset Allocation Portfolio VB Holdings History
Morningstar Income and Growth ETF Asset Allocation Portfolio's Vanguard Small Cap ETF Holding Summary
As of 2024-12-31, ALPS Variable Investment Trust held 1,950.00 shares of Vanguard Small Cap ETF(VB), totaling $468,550.00. This investment constitutes 0.99% of their stock portfolio, and ALPS Variable Investment Trust now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q4. And since then Morningstar Income and Growth ETF Asset Allocation Portfolio has made 1 purchases of VB, at an average price of $246.23, for a total of 1,950.00 shares. Based on historical transaction data and VB's current price of $229.68, Morningstar Income and Growth ETF Asset Allocation Portfolio's estimated gain on his VB holdings is $-32,272.50, reflecting a -6.72% gain to date.
Morningstar Income and Growth ETF Asset Allocation Portfolio VB ($229.68) Holding Chart
Morningstar Income and Growth ETF Asset Allocation Portfolio VB ($229.68) 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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