Anchor Pointe Wealth Management, LLC VBR Holdings History
Number of Shares
10,029.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
2.58%
Total Estimate Gain
$-19,683.92
% of Total Estimate Gain
-0.96%
Anchor Pointe Wealth Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2024-12-31, Anchor Pointe Wealth Management, LLC held 10,029.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $1.98 Mil. This investment constitutes 2.58% of their stock portfolio, and Anchor Pointe Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VBR's current price of $203.42, Anchor Pointe Wealth Management, LLC's estimated gain on his VBR holdings is $-19,683.92, reflecting a -0.96% gain to date.
Anchor Pointe Wealth Management, LLC VBR ($203.42) Holding Chart
Anchor Pointe Wealth Management, LLC VBR ($203.42) 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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