Number of Shares
25,900.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
2.86%
Total Estimate Gain
$2.34 Mil
% of Total Estimate Gain
45.60%

Winthrop Partners - WNY, LLC's Vanguard Small Cap ETF Holding Summary

As of 2019-09-30, Winthrop Partners - WNY, LLC held 25,900.00 shares of Vanguard Small Cap ETF(VB), totaling $3.99 Mil. This investment constitutes 2.86% of their stock portfolio, and Winthrop Partners - WNY, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2018Q2. And since then Winthrop Partners - WNY, LLC has made 5 purchases of VB, at an average price of $152.17, for a total of 33,762.00 shares. In addition, there have been 1 sales at an average price of $144.99 for 7,862.00 shares. Based on historical transaction data and VB's current price of $244.81, Winthrop Partners - WNY, LLC's estimated gain on his VB holdings is $2.34 Mil, reflecting a 45.60% gain to date.

Winthrop Partners - WNY, LLC VB ($244.81) Holding Chart

Winthrop Partners - WNY, LLC VB ($244.81) 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 %

Top Ranked Articles

  • 1