Capital Advantage, Inc. VBR Holdings History
Capital Advantage, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Capital Advantage, Inc. held 48,801.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $9.52 Mil. This investment constitutes 1.51% of their stock portfolio, and Capital Advantage, Inc. now holds 0.03% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2019Q1. And since then Capital Advantage, Inc. has made 17 purchases of VBR, at an average price of $153.46, for a total of 85,642.00 shares. In addition, there have been 6 sales at an average price of $182.62 for 36,841.00 shares. Based on historical transaction data and VBR's current price of $202.32, Capital Advantage, Inc.'s estimated gain on his VBR holdings is $3.46 Mil, reflecting a 26.32% gain to date.
Capital Advantage, Inc. VBR ($202.32) Holding Chart
Capital Advantage, Inc. VBR ($202.32) 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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