Brooklyn FI, LLC VBR Holdings History

Number of Shares
74,489.00
Current Holdings Value*
$14.53 Mil
% of Portfolio
3.72%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
10.50%

Brooklyn FI, LLC's Vanguard Small Cap Value ETF Holding Summary

As of 2025-06-30, Brooklyn FI, LLC held 74,489.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $14.53 Mil. This investment constitutes 3.72% of their stock portfolio, and Brooklyn FI, LLC now holds 0.05% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.

The initial trade took place in 2021Q4. And since then Brooklyn FI, LLC has made 9 purchases of VBR, at an average price of $166.32, for a total of 151,815.00 shares. In addition, there have been 5 sales at an average price of $168.67 for 77,326.00 shares. Based on historical transaction data and VBR's current price of $199.49, Brooklyn FI, LLC's estimated gain on his VBR holdings is $2.65 Mil, reflecting a 10.50% gain to date.

Brooklyn FI, LLC VBR ($199.49) Holding Chart

Brooklyn FI, LLC VBR ($199.49) 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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