Number of Shares
13,408.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
1.28%
Total Estimate Gain
$908,072.58
% of Total Estimate Gain
20.82%

Orin Green Financial, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Orin Green Financial, LLC held 13,408.00 shares of Vanguard Small Cap ETF(VB), totaling $2.71 Mil. This investment constitutes 1.28% of their stock portfolio, and Orin Green Financial, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2020Q4. And since then Orin Green Financial, LLC has made 8 purchases of VB, at an average price of $185.02, for a total of 23,570.00 shares. In addition, there have been 9 sales at an average price of $199.49 for 10,162.00 shares. Based on historical transaction data and VB's current price of $241.77, Orin Green Financial, LLC's estimated gain on his VB holdings is $908,072.58, reflecting a 20.82% gain to date.

Orin Green Financial, LLC VB ($241.77) Holding Chart

Orin Green Financial, LLC VB ($241.77) 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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