SFI Advisors, LLC VBK Holdings History
SFI Advisors, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, SFI Advisors, LLC held 3,520.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $886,230.00. This investment constitutes 0.66% of their stock portfolio, and SFI Advisors, LLC now holds 0.01% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2021Q4. And since then SFI Advisors, LLC has made 8 purchases of VBK, at an average price of $269.33, for a total of 15,822.00 shares. In addition, there have been 5 sales at an average price of $255.51 for 12,302.00 shares. Based on historical transaction data and VBK's current price of $283.00, SFI Advisors, LLC's estimated gain on his VBK holdings is $-121,920.21, reflecting a -2.86% gain to date.
SFI Advisors, LLC VBK ($283.00) Holding Chart
SFI Advisors, LLC VBK ($283.00) 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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