Number of Shares
46,389.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
2.94%
Total Estimate Gain
$913,836.89
% of Total Estimate Gain
12.94%

Sebold Capital Management, Inc.'s Vanguard S&P Small-Cap 600 ETF Holding Summary

As of 2025-03-31, Sebold Capital Management, Inc. held 46,389.00 shares of Vanguard S&P Small-Cap 600 ETF(VIOO), totaling $4.48 Mil. This investment constitutes 2.94% of their stock portfolio, and Sebold Capital Management, Inc. now holds 0.14% of the outstanding Vanguard S&P Small-Cap 600 ETF(VIOO) stock.

The initial trade took place in 2022Q4. And since then Sebold Capital Management, Inc. has made 4 purchases of VIOO, at an average price of $88.78, for a total of 79,542.00 shares. In addition, there have been 4 sales at an average price of $95.56 for 33,153.00 shares. Based on historical transaction data and VIOO's current price of $103.64, Sebold Capital Management, Inc.'s estimated gain on his VIOO holdings is $913,836.89, reflecting a 12.94% gain to date.

Sebold Capital Management, Inc. VIOO ($103.64) Holding Chart

Sebold Capital Management, Inc. VIOO ($103.64) 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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