Jvl Associates Llc VB Holdings History

Number of Shares
13,531.00
Current Holdings Value*
$3.21 Mil
% of Portfolio
1.15%
Total Estimate Gain
$587,902.20
% of Total Estimate Gain
20.85%

jvl associates llc's Vanguard Small Cap ETF Holding Summary

As of 2025-06-30, jvl associates llc held 13,531.00 shares of Vanguard Small Cap ETF(VB), totaling $3.21 Mil. This investment constitutes 1.15% of their stock portfolio, and jvl associates llc now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2022Q3. And since then jvl associates llc has made 8 purchases of VB, at an average price of $200.97, for a total of 14,029.00 shares. In addition, there have been 3 sales at an average price of $209.48 for 498.00 shares. Based on historical transaction data and VB's current price of $244.11, jvl associates llc's estimated gain on his VB holdings is $587,902.20, reflecting a 20.85% gain to date.

jvl associates llc VB ($244.11) Holding Chart

jvl associates llc VB ($244.11) 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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