STAGE HARBOR FINANCIAL, LLC VSS Holdings History
STAGE HARBOR FINANCIAL, LLC's Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 3,860.00 shares of Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS), totaling $446,220.00. This investment constitutes 0.38% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.01% of the outstanding Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS) stock.
The initial trade took place in 2025Q1. And since then STAGE HARBOR FINANCIAL, LLC has made 1 purchases of VSS, at an average price of $116.23, for a total of 3,860.00 shares. Based on historical transaction data and VSS's current price of $135.47, STAGE HARBOR FINANCIAL, LLC's estimated gain on his VSS holdings is $74,266.40, reflecting a 16.55% gain to date.
STAGE HARBOR FINANCIAL, LLC VSS ($135.47) Holding Chart
STAGE HARBOR FINANCIAL, LLC VSS ($135.47) 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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