Center For Financial Planning, Inc. VBR Holdings History
Center for Financial Planning, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Center for Financial Planning, Inc. held 244,343.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $45.52 Mil. This investment constitutes 5.84% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0.14% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2019Q4. And since then Center for Financial Planning, Inc. has made 10 purchases of VBR, at an average price of $136.61, for a total of 434,531.00 shares. In addition, there have been 11 sales at an average price of $137.50 for 190,188.00 shares. Based on historical transaction data and VBR's current price of $204.67, Center for Financial Planning, Inc.'s estimated gain on his VBR holdings is $16.80 Mil, reflecting a 28.30% gain to date.
Center for Financial Planning, Inc. VBR ($204.67) Holding Chart
Center for Financial Planning, Inc. VBR ($204.67) 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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