Number of Shares
37,321.00
Current Holdings Value*
$8.84 Mil
% of Portfolio
3.2%
Total Estimate Gain
$739,799.61
% of Total Estimate Gain
6.26%

Sandy Cove Advisors, LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-06-30, Sandy Cove Advisors, LLC held 37,321.00 shares of Vanguard Small Cap ETF(VB), totaling $8.84 Mil. This investment constitutes 3.2% of their stock portfolio, and Sandy Cove Advisors, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2021Q4. And since then Sandy Cove Advisors, LLC has made 10 purchases of VB, at an average price of $215.84, for a total of 54,796.00 shares. In addition, there have been 4 sales at an average price of $196.29 for 17,475.00 shares. Based on historical transaction data and VB's current price of $244.81, Sandy Cove Advisors, LLC's estimated gain on his VB holdings is $739,799.61, reflecting a 6.26% gain to date.

Sandy Cove Advisors, LLC VB ($244.81) Holding Chart

Sandy Cove Advisors, LLC VB ($244.81) 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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