Strategic Equity Management VB Holdings History
Strategic Equity Management's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Strategic Equity Management held 12,503.00 shares of Vanguard Small Cap ETF(VB), totaling $2.77 Mil. This investment constitutes 1.17% of their stock portfolio, and Strategic Equity Management now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q2. And since then Strategic Equity Management has made 3 purchases of VB, at an average price of $236.87, for a total of 12,515.00 shares. In addition, there have been 1 sales at an average price of $246.23 for 12.00 shares. Based on historical transaction data and VB's current price of $242.29, Strategic Equity Management's estimated gain on his VB holdings is $67,844.79, reflecting a 2.29% gain to date.
Strategic Equity Management VB ($242.29) Holding Chart
Strategic Equity Management VB ($242.29) 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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