Number of Shares
40,713.00
Current Holdings Value*
$9.65 Mil
% of Portfolio
0.84%
Total Estimate Gain
$1.59 Mil
% of Total Estimate Gain
8.18%

PETREDIS INVESTMENT ADVISORS LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-06-30, PETREDIS INVESTMENT ADVISORS LLC held 40,713.00 shares of Vanguard Small Cap ETF(VB), totaling $9.65 Mil. This investment constitutes 0.84% of their stock portfolio, and PETREDIS INVESTMENT ADVISORS LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2022Q4. And since then PETREDIS INVESTMENT ADVISORS LLC has made 5 purchases of VB, at an average price of $214.52, for a total of 90,416.00 shares. In addition, there have been 5 sales at an average price of $221.66 for 49,703.00 shares. Based on historical transaction data and VB's current price of $244.81, PETREDIS INVESTMENT ADVISORS LLC's estimated gain on his VB holdings is $1.59 Mil, reflecting a 8.18% gain to date.

PETREDIS INVESTMENT ADVISORS LLC VB ($244.81) Holding Chart

PETREDIS INVESTMENT ADVISORS 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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