Number of Shares
36,174.00
Current Holdings Value*
$8.02 Mil
% of Portfolio
1.77%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
9.38%

Pinion Investment Advisors, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Pinion Investment Advisors, LLC held 36,174.00 shares of Vanguard Small Cap ETF(VB), totaling $8.02 Mil. This investment constitutes 1.77% of their stock portfolio, and Pinion Investment Advisors, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2018Q2. And since then Pinion Investment Advisors, LLC has made 19 purchases of VB, at an average price of $204.18, for a total of 55,713.00 shares. In addition, there have been 6 sales at an average price of $198.05 for 19,539.00 shares. Based on historical transaction data and VB's current price of $236.98, Pinion Investment Advisors, LLC's estimated gain on his VB holdings is $1.07 Mil, reflecting a 9.38% gain to date.

Pinion Investment Advisors, LLC VB ($236.98) Holding Chart

Pinion Investment Advisors, LLC VB ($236.98) 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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