STEPHEN J. GARRY & ASSOCIATES, LLC VBK Holdings History
Number of Shares
15,753.00
Current Holdings Value*
$3.97 Mil
% of Portfolio
3.71%
Total Estimate Gain
$379,390.93
% of Total Estimate Gain
9.36%
STEPHEN J. GARRY & ASSOCIATES, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 15,753.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $3.97 Mil. This investment constitutes 3.71% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0.02% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2023Q4. And since then STEPHEN J. GARRY & ASSOCIATES, LLC has made 2 purchases of VBK, at an average price of $256.84, for a total of 15,783.00 shares. Based on historical transaction data and VBK's current price of $280.94, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his VBK holdings is $379,390.93, reflecting a 9.36% gain to date.
STEPHEN J. GARRY & ASSOCIATES, LLC VBK ($280.94) Holding Chart
STEPHEN J. GARRY & ASSOCIATES, LLC VBK ($280.94) 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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