Stone Asset Management Inc. VBR Holdings History
Stone Asset Management Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2023-03-31, Stone Asset Management Inc. held 13,423.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $2.13 Mil. This investment constitutes 3.4% of their stock portfolio, and Stone Asset Management Inc. now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2021Q4. And since then Stone Asset Management Inc. has made 3 purchases of VBR, at an average price of $176.41, for a total of 44,395.00 shares. In addition, there have been 2 sales at an average price of $164.66 for 30,972.00 shares. Based on historical transaction data and VBR's current price of $201.16, Stone Asset Management Inc.'s estimated gain on his VBR holdings is $-31,823.87, reflecting a -0.41% gain to date.
Stone Asset Management Inc. VBR ($201.16) Holding Chart
Stone Asset Management Inc. VBR ($201.16) 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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