BBJS FINANCIAL ADVISORS, LLC VBR Holdings History
BBJS FINANCIAL ADVISORS, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 82,989.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $16.66 Mil. This investment constitutes 5.94% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.06% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 4 purchases of VBR, at an average price of $161.10, for a total of 87,593.00 shares. In addition, there have been 3 sales at an average price of $179.89 for 4,604.00 shares. Based on historical transaction data and VBR's current price of $200.48, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his VBR holdings is $3.35 Mil, reflecting a 23.77% gain to date.
BBJS FINANCIAL ADVISORS, LLC VBR ($200.48) Holding Chart
BBJS FINANCIAL ADVISORS, LLC VBR ($200.48) 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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