Sullivan, Bruyette, Speros & Blaney, Inc. VB Holdings History
Sullivan, Bruyette, Speros & Blaney, Inc.'s Vanguard Small Cap ETF Holding Summary
As of 2021-03-31, Sullivan, Bruyette, Speros & Blaney, Inc. held 480,806.00 shares of Vanguard Small Cap ETF(VB), totaling $102.93 Mil. This investment constitutes 4.59% of their stock portfolio, and Sullivan, Bruyette, Speros & Blaney, Inc. now holds 0.22% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2018Q2. And since then Sullivan, Bruyette, Speros & Blaney, Inc. has made 2 purchases of VB, at an average price of $152.57, for a total of 547,680.00 shares. In addition, there have been 10 sales at an average price of $173.92 for 66,874.00 shares. Based on historical transaction data and VB's current price of $243.27, Sullivan, Bruyette, Speros & Blaney, Inc.'s estimated gain on his VB holdings is $45.04 Mil, reflecting a 53.90% gain to date.
Sullivan, Bruyette, Speros & Blaney, Inc. VB ($243.27) Holding Chart
Sullivan, Bruyette, Speros & Blaney, Inc. VB ($243.27) 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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