Number of Shares
116,825.00
Current Holdings Value*
$25.55 Mil
% of Portfolio
7.53%
Total Estimate Gain
$7.16 Mil
% of Total Estimate Gain
34.20%

Unified Trust Company, N.A.'s Vanguard Small Cap ETF Holding Summary

As of 2021-09-30, Unified Trust Company, N.A. held 116,825.00 shares of Vanguard Small Cap ETF(VB), totaling $25.55 Mil. This investment constitutes 7.53% of their stock portfolio, and Unified Trust Company, N.A. now holds 0.05% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2020Q4. And since then Unified Trust Company, N.A. has made 4 purchases of VB, at an average price of $179.31, for a total of 116,825.00 shares. Based on historical transaction data and VB's current price of $240.64, Unified Trust Company, N.A.'s estimated gain on his VB holdings is $7.16 Mil, reflecting a 34.20% gain to date.

Unified Trust Company, N.A. VB ($240.64) Holding Chart

Unified Trust Company, N.A. VB ($240.64) 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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