CAPITAL WEALTH MANAGEMENT, LLC VBR Holdings History
CAPITAL WEALTH MANAGEMENT, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, CAPITAL WEALTH MANAGEMENT, LLC held 73,061.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $14.25 Mil. This investment constitutes 5.31% of their stock portfolio, and CAPITAL WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2018Q2. And since then CAPITAL WEALTH MANAGEMENT, LLC has made 21 purchases of VBR, at an average price of $145.48, for a total of 83,962.00 shares. In addition, there have been 8 sales at an average price of $174.75 for 10,901.00 shares. Based on historical transaction data and VBR's current price of $204.40, CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his VBR holdings is $4.62 Mil, reflecting a 37.86% gain to date.
CAPITAL WEALTH MANAGEMENT, LLC VBR ($204.40) Holding Chart
CAPITAL WEALTH MANAGEMENT, LLC VBR ($204.40) 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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