Bishop & Co Investment Management, LLC VBR Holdings History
Bishop & Co Investment Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Bishop & Co Investment Management, LLC held 49,149.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $9.16 Mil. This investment constitutes 3.54% of their stock portfolio, and Bishop & Co Investment Management, LLC now holds 0.03% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2018Q2. And since then Bishop & Co Investment Management, LLC has made 19 purchases of VBR, at an average price of $148.00, for a total of 259,479.00 shares. In addition, there have been 9 sales at an average price of $172.58 for 210,330.00 shares. Based on historical transaction data and VBR's current price of $197.49, Bishop & Co Investment Management, LLC's estimated gain on his VBR holdings is $7.60 Mil, reflecting a 19.80% gain to date.
Bishop & Co Investment Management, LLC VBR ($197.49) Holding Chart
Bishop & Co Investment Management, LLC VBR ($197.49) 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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