Number of Shares
10,709.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
0.49%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
18.05%

VALLEY NATIONAL ADVISERS INC's Vanguard Small Cap Growth ETF Holding Summary

As of 2025-03-31, VALLEY NATIONAL ADVISERS INC held 10,709.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $2.70 Mil. This investment constitutes 0.49% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.01% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.

The initial trade took place in 2014Q4. And since then VALLEY NATIONAL ADVISERS INC has made 10 purchases of VBK, at an average price of $227.69, for a total of 26,827.00 shares. In addition, there have been 8 sales at an average price of $259.33 for 16,118.00 shares. Based on historical transaction data and VBK's current price of $283.00, VALLEY NATIONAL ADVISERS INC's estimated gain on his VBK holdings is $1.10 Mil, reflecting a 18.05% gain to date.

VALLEY NATIONAL ADVISERS INC VBK ($283.00) Holding Chart

VALLEY NATIONAL ADVISERS INC VBK ($283.00) 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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