Number of Shares
99,747.00
Current Holdings Value*
$18.58 Mil
% of Portfolio
3.84%
Total Estimate Gain
$3.40 Mil
% of Total Estimate Gain
16.17%

STUDIO INVESTMENT MANAGEMENT LLC's Vanguard Small Cap Value ETF Holding Summary

As of 2025-03-31, STUDIO INVESTMENT MANAGEMENT LLC held 99,747.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $18.58 Mil. This investment constitutes 3.84% of their stock portfolio, and STUDIO INVESTMENT MANAGEMENT LLC now holds 0.07% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.

The initial trade took place in 2021Q3. And since then STUDIO INVESTMENT MANAGEMENT LLC has made 8 purchases of VBR, at an average price of $169.84, for a total of 123,685.00 shares. In addition, there have been 6 sales at an average price of $183.56 for 23,938.00 shares. Based on historical transaction data and VBR's current price of $200.61, STUDIO INVESTMENT MANAGEMENT LLC's estimated gain on his VBR holdings is $3.40 Mil, reflecting a 16.17% gain to date.

STUDIO INVESTMENT MANAGEMENT LLC VBR ($200.61) Holding Chart

STUDIO INVESTMENT MANAGEMENT LLC VBR ($200.61) 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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