Baldrige Asset Management LLC VBR Holdings History
Baldrige Asset Management LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2023-03-31, Baldrige Asset Management LLC held 64,897.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $10.30 Mil. This investment constitutes 4.23% of their stock portfolio, and Baldrige Asset Management LLC now holds 0.04% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2019Q1. And since then Baldrige Asset Management LLC has made 7 purchases of VBR, at an average price of $122.69, for a total of 71,825.00 shares. In addition, there have been 8 sales at an average price of $153.43 for 6,928.00 shares. Based on historical transaction data and VBR's current price of $204.37, Baldrige Asset Management LLC's estimated gain on his VBR holdings is $5.51 Mil, reflecting a 62.57% gain to date.
Baldrige Asset Management LLC VBR ($204.37) Holding Chart
Baldrige Asset Management LLC VBR ($204.37) 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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