Number of Shares
14,265.00
Current Holdings Value*
$3.95 Mil
% of Portfolio
2.91%
Total Estimate Gain
$986,181.25
% of Total Estimate Gain
31.39%

Nabity-Jensen Investment Management Inc's Vanguard Small Cap Growth ETF Holding Summary

As of 2025-06-30, Nabity-Jensen Investment Management Inc held 14,265.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $3.95 Mil. This investment constitutes 2.91% of their stock portfolio, and Nabity-Jensen Investment Management Inc now holds 0.02% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.

The initial trade took place in 2023Q4. And since then Nabity-Jensen Investment Management Inc has made 1 purchases of VBK, at an average price of $217.77, for a total of 14,426.00 shares. In addition, there have been 2 sales at an average price of $256.45 for 161.00 shares. Based on historical transaction data and VBK's current price of $286.47, Nabity-Jensen Investment Management Inc's estimated gain on his VBK holdings is $986,181.25, reflecting a 31.39% gain to date.

Nabity-Jensen Investment Management Inc VBK ($286.47) Holding Chart

Nabity-Jensen Investment Management Inc VBK ($286.47) 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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