STAGE HARBOR FINANCIAL, LLC VB Holdings History
STAGE HARBOR FINANCIAL, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 20,464.00 shares of Vanguard Small Cap ETF(VB), totaling $4.54 Mil. This investment constitutes 3.84% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2023Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 1 purchases of VB, at an average price of $192.94, for a total of 21,527.00 shares. In addition, there have been 4 sales at an average price of $227.19 for 1,063.00 shares. Based on historical transaction data and VB's current price of $243.27, STAGE HARBOR FINANCIAL, LLC's estimated gain on his VB holdings is $1.07 Mil, reflecting a 25.67% gain to date.
STAGE HARBOR FINANCIAL, LLC VB ($243.27) Holding Chart
STAGE HARBOR FINANCIAL, 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 % | |||
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