Asset Management Group, Inc. VBR Holdings History
Asset Management Group, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Asset Management Group, Inc. held 150,689.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $28.07 Mil. This investment constitutes 5.19% of their stock portfolio, and Asset Management Group, Inc. now holds 0.1% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2015Q1. And since then Asset Management Group, Inc. has made 23 purchases of VBR, at an average price of $132.27, for a total of 159,268.00 shares. In addition, there have been 8 sales at an average price of $158.27 for 8,579.00 shares. Based on historical transaction data and VBR's current price of $202.32, Asset Management Group, Inc.'s estimated gain on his VBR holdings is $10.78 Mil, reflecting a 51.17% gain to date.
Asset Management Group, Inc. VBR ($202.32) Holding Chart
Asset Management Group, Inc. 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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