Vawter Financial, Ltd. VB Holdings History

Number of Shares
45,670.00
Current Holdings Value*
$10.13 Mil
% of Portfolio
5.68%
Total Estimate Gain
$2.46 Mil
% of Total Estimate Gain
28.19%

Vawter Financial, Ltd.'s Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Vawter Financial, Ltd. held 45,670.00 shares of Vanguard Small Cap ETF(VB), totaling $10.13 Mil. This investment constitutes 5.68% of their stock portfolio, and Vawter Financial, Ltd. now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2022Q4. And since then Vawter Financial, Ltd. has made 9 purchases of VB, at an average price of $191.27, for a total of 45,670.00 shares. Based on historical transaction data and VB's current price of $245.19, Vawter Financial, Ltd.'s estimated gain on his VB holdings is $2.46 Mil, reflecting a 28.19% gain to date.

Vawter Financial, Ltd. VB ($245.19) Holding Chart

Vawter Financial, Ltd. VB ($245.19) 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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