Compound Planning, Inc. VBR Holdings History
Compound Planning, Inc.'s Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 66,932.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $12.47 Mil. This investment constitutes 0.57% of their stock portfolio, and Compound Planning, Inc. now holds 0.04% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q1. And since then Compound Planning, Inc. has made 7 purchases of VBR, at an average price of $195.28, for a total of 70,063.00 shares. In addition, there have been 1 sales at an average price of $192.23 for 3,131.00 shares. Based on historical transaction data and VBR's current price of $195.77, Compound Planning, Inc.'s estimated gain on his VBR holdings is $23,293.15, reflecting a 0.17% gain to date.
Compound Planning, Inc. VBR ($195.77) Holding Chart
Compound Planning, Inc. VBR ($195.77) 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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