Brophy Wealth Management, LLC VBR Holdings History
Number of Shares
36,194.00
Current Holdings Value*
$7.27 Mil
% of Portfolio
2.6%
Total Estimate Gain
$299,324.38
% of Total Estimate Gain
4.30%
Brophy Wealth Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2024-09-30, Brophy Wealth Management, LLC held 36,194.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $7.27 Mil. This investment constitutes 2.6% of their stock portfolio, and Brophy Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2024Q3. Based on historical transaction data and VBR's current price of $200.50, Brophy Wealth Management, LLC's estimated gain on his VBR holdings is $299,324.38, reflecting a 4.30% gain to date.
Brophy Wealth Management, LLC VBR ($200.50) Holding Chart
Brophy Wealth Management, LLC VBR ($200.50) 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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