SAM Advisors, LLC VB Holdings History
Number of Shares
68,673.00
Current Holdings Value*
$15.23 Mil
% of Portfolio
5.71%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
10.03%
SAM Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, SAM Advisors, LLC held 68,673.00 shares of Vanguard Small Cap ETF(VB), totaling $15.23 Mil. This investment constitutes 5.71% of their stock portfolio, and SAM Advisors, LLC now holds 0.03% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q3. And since then SAM Advisors, LLC has made 8 purchases of VB, at an average price of $217.99, for a total of 76,933.00 shares. In addition, there have been 6 sales at an average price of $211.54 for 8,260.00 shares. Based on historical transaction data and VB's current price of $243.27, SAM Advisors, LLC's estimated gain on his VB holdings is $1.68 Mil, reflecting a 10.03% gain to date.
SAM Advisors, LLC VB ($243.27) Holding Chart
SAM Advisors, LLC VB ($243.27) 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 % |
Top Ranked Articles
- 1