O'Connor Financial Group LLC VB Holdings History
O'Connor Financial Group LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, O'Connor Financial Group LLC held 7,414.00 shares of Vanguard Small Cap ETF(VB), totaling $1.80 Mil. This investment constitutes 0.8% of their stock portfolio, and O'Connor Financial Group LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 7 purchases of VB, at an average price of $196.55, for a total of 55,509.00 shares. In addition, there have been 2 sales at an average price of $221.78 for 48,095.00 shares. Based on historical transaction data and VB's current price of $244.81, O'Connor Financial Group LLC's estimated gain on his VB holdings is $1.57 Mil, reflecting a 14.40% gain to date.
O'Connor Financial Group LLC VB ($244.81) Holding Chart
O'Connor Financial Group LLC VB ($244.81) 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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