Abacus Planning Group, Inc. VBR Holdings History
Abacus Planning Group, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Abacus Planning Group, Inc. held 205,765.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $40.13 Mil. This investment constitutes 5.97% of their stock portfolio, and Abacus Planning Group, Inc. now holds 0.14% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2019Q2. And since then Abacus Planning Group, Inc. has made 21 purchases of VBR, at an average price of $137.93, for a total of 229,625.00 shares. In addition, there have been 4 sales at an average price of $186.14 for 23,860.00 shares. Based on historical transaction data and VBR's current price of $202.57, Abacus Planning Group, Inc.'s estimated gain on his VBR holdings is $14.45 Mil, reflecting a 45.62% gain to date.
Abacus Planning Group, Inc. VBR ($202.57) Holding Chart
Abacus Planning Group, Inc. 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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