ASPIRIANT, LLC VBR Holdings History
ASPIRIANT, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, ASPIRIANT, LLC held 1.54 Mil shares of Vanguard Small Cap Value ETF(VBR), totaling $287.15 Mil. This investment constitutes 9.97% of their stock portfolio, and ASPIRIANT, LLC now holds 0.86% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2014Q1. And since then ASPIRIANT, LLC has made 19 purchases of VBR, at an average price of $158.50, for a total of 2.06 Mil shares. In addition, there have been 14 sales at an average price of $163.01 for 513,792.00 shares. Based on historical transaction data and VBR's current price of $202.57, ASPIRIANT, LLC's estimated gain on his VBR holdings is $70.25 Mil, reflecting a 21.56% gain to date.
ASPIRIANT, LLC VBR ($202.57) Holding Chart
ASPIRIANT, LLC VBR ($202.57) 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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