Vawter Financial, Ltd. VBK Holdings History
Number of Shares
49,348.00
Current Holdings Value*
$12.42 Mil
% of Portfolio
6.96%
Total Estimate Gain
$3.66 Mil
% of Total Estimate Gain
35.14%
Vawter Financial, Ltd.'s Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, Vawter Financial, Ltd. held 49,348.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $12.42 Mil. This investment constitutes 6.96% of their stock portfolio, and Vawter Financial, Ltd. now holds 0.07% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2022Q4. And since then Vawter Financial, Ltd. has made 9 purchases of VBK, at an average price of $210.82, for a total of 49,348.00 shares. Based on historical transaction data and VBK's current price of $284.90, Vawter Financial, Ltd.'s estimated gain on his VBK holdings is $3.66 Mil, reflecting a 35.14% gain to date.
Vawter Financial, Ltd. VBK ($284.90) Holding Chart
Vawter Financial, Ltd. VBK ($284.90) 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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