Number of Shares
2.25 Mil
Current Holdings Value*
$265.61 Mil
% of Portfolio
7.57%
Total Estimate Gain
$32.76 Mil
% of Total Estimate Gain
4.70%
WIT, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, WIT, LLC held 2.25 Mil shares of Vanguard Small Cap ETF(VB), totaling $265.61 Mil. This investment constitutes 7.57% of their stock portfolio, and WIT, LLC now holds 0.85% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q4. And since then WIT, LLC has made 4 purchases of VB, at an average price of $223.22, for a total of 3.12 Mil shares. In addition, there have been 6 sales at an average price of $211.59 for 871,668.00 shares. Based on historical transaction data and VB's current price of $242.30, WIT, LLC's estimated gain on his VB holdings is $32.76 Mil, reflecting a 4.70% gain to date.
WIT, LLC VB ($242.30) Holding Chart
WIT, LLC VB ($242.30) 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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