VestGen Investment Management VB Holdings History
VestGen Investment Management's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, VestGen Investment Management held 14,713.00 shares of Vanguard Small Cap ETF(VB), totaling $3.26 Mil. This investment constitutes 2.46% of their stock portfolio, and VestGen Investment Management now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then VestGen Investment Management has made 10 purchases of VB, at an average price of $178.31, for a total of 82,013.00 shares. In addition, there have been 12 sales at an average price of $216.37 for 67,300.00 shares. Based on historical transaction data and VB's current price of $236.95, VestGen Investment Management's estimated gain on his VB holdings is $3.42 Mil, reflecting a 23.41% gain to date.
VestGen Investment Management VB ($236.95) Holding Chart
VestGen Investment Management VB ($236.95) 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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