Water Oak Advisors LLC VB Holdings History
Water Oak Advisors LLC's Vanguard Small Cap ETF Holding Summary
As of 2020-09-30, Water Oak Advisors LLC held 168,193.00 shares of Vanguard Small Cap ETF(VB), totaling $25.87 Mil. This investment constitutes 16.64% of their stock portfolio, and Water Oak Advisors LLC now holds 0.08% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2015Q1. And since then Water Oak Advisors LLC has made 8 purchases of VB, at an average price of $145.75, for a total of 444,705.00 shares. In addition, there have been 6 sales at an average price of $144.23 for 276,512.00 shares. Based on historical transaction data and VB's current price of $236.19, Water Oak Advisors LLC's estimated gain on his VB holdings is $14.79 Mil, reflecting a 22.82% gain to date.
Water Oak Advisors LLC VB ($236.19) Holding Chart
Water Oak Advisors LLC VB ($236.19) 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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