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 2025-03-31, ALPS Variable Investment Trust held 2,175.00 shares of Vanguard Small Cap ETF(VB), totaling $482,310.00. 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 2 purchases of VB, at an average price of $245.46, for a total of 2,175.00 shares. Based on historical transaction data and VB's current price of $237.37, Morningstar Income and Growth ETF Asset Allocation Portfolio's estimated gain on his VB holdings is $-17,601.00, reflecting a -3.30% gain to date.
Morningstar Income and Growth ETF Asset Allocation Portfolio VB ($237.37) Holding Chart
Morningstar Income and Growth ETF Asset Allocation Portfolio VB ($237.37) 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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