Acorn Wealth Advisors, LLC VBR Holdings History
Acorn Wealth Advisors, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held - shares of Vanguard Small Cap Value ETF(VBR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2018Q2. And since then Acorn Wealth Advisors, LLC has made 1 purchases of VBR, at an average price of $201.38, for a total of 2,205.00 shares. In addition, there have been 2 sales at an average price of $194.31 for 2,205.00 shares. Based on historical transaction data and VBR's current price of $202.32, Acorn Wealth Advisors, LLC's estimated gain on his VBR holdings is $-15,572.28, reflecting a -3.51% gain to date.
Acorn Wealth Advisors, LLC VBR ($202.32) Holding Chart
Acorn Wealth Advisors, LLC VBR ($202.32) 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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