Tandem Financial, LLC VBK Holdings History

Number of Shares
12,876.00
Current Holdings Value*
$3.24 Mil
% of Portfolio
3.51%
Total Estimate Gain
$41,097.94
% of Total Estimate Gain
1.13%

Tandem Financial, LLC's Vanguard Small Cap Growth ETF Holding Summary

As of 2025-03-31, Tandem Financial, LLC held 12,876.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $3.24 Mil. This investment constitutes 3.51% of their stock portfolio, and Tandem Financial, LLC now holds 0.02% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $277.10 for 7.00 shares. Based on historical transaction data and VBK's current price of $286.14, Tandem Financial, LLC's estimated gain on his VBK holdings is $41,097.94, reflecting a 1.13% gain to date.

Tandem Financial, LLC VBK ($286.14) Holding Chart

Tandem Financial, LLC VBK ($286.14) 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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