STEPH & CO VB Holdings History
STEPH & CO's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, STEPH & CO held 35,491.00 shares of Vanguard Small Cap ETF(VB), totaling $8.41 Mil. This investment constitutes 2.73% of their stock portfolio, and STEPH & CO now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then STEPH & CO has made 11 purchases of VB, at an average price of $171.20, for a total of 48,960.00 shares. In addition, there have been 11 sales at an average price of $215.57 for 13,469.00 shares. Based on historical transaction data and VB's current price of $240.76, STEPH & CO's estimated gain on his VB holdings is $3.07 Mil, reflecting a 36.58% gain to date.
STEPH & CO VB ($240.76) Holding Chart
STEPH & CO VB ($240.76) 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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