Number of Shares
15,753.00
Current Holdings Value*
$3.97 Mil
% of Portfolio
3.71%
Total Estimate Gain
$406,249.79
% of Total Estimate Gain
10.02%

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 $282.64, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his VBK holdings is $406,249.79, reflecting a 10.02% gain to date.

STEPHEN J. GARRY & ASSOCIATES, LLC VBK ($282.64) Holding Chart

STEPHEN J. GARRY & ASSOCIATES, LLC VBK ($282.64) 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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