PETREDIS INVESTMENT ADVISORS LLC VB Holdings History
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 $247.42, PETREDIS INVESTMENT ADVISORS LLC's estimated gain on his VB holdings is $1.69 Mil, reflecting a 8.73% gain to date.
PETREDIS INVESTMENT ADVISORS LLC VB ($247.42) Holding Chart
PETREDIS INVESTMENT ADVISORS LLC VB ($247.42) 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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