Number of Shares
175,290.00
Current Holdings Value*
$39.49 Mil
% of Portfolio
4.01%
Total Estimate Gain
$16.51 Mil
% of Total Estimate Gain
63.30%

Nachman Norwood & Parrott, Inc's Vanguard Small Cap ETF Holding Summary

As of 2021-06-30, Nachman Norwood & Parrott, Inc held 175,290.00 shares of Vanguard Small Cap ETF(VB), totaling $39.49 Mil. This investment constitutes 4.01% of their stock portfolio, and Nachman Norwood & Parrott, Inc now holds 0.08% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2018Q4. And since then Nachman Norwood & Parrott, Inc has made 8 purchases of VB, at an average price of $146.69, for a total of 177,799.00 shares. In addition, there have been 2 sales at an average price of $154.54 for 2,509.00 shares. Based on historical transaction data and VB's current price of $240.76, Nachman Norwood & Parrott, Inc's estimated gain on his VB holdings is $16.51 Mil, reflecting a 63.30% gain to date.

Nachman Norwood & Parrott, Inc VB ($240.76) Holding Chart

Nachman Norwood & Parrott, Inc VB ($240.76) 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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