Cooksen Wealth, LLC VBR Holdings History
Cooksen Wealth, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Cooksen Wealth, LLC held 9,635.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $1.85 Mil. This investment constitutes 1.88% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.01% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 3 purchases of VBR, at an average price of $170.68, for a total of 12,200.00 shares. In addition, there have been 2 sales at an average price of $193.17 for 2,565.00 shares. Based on historical transaction data and VBR's current price of $197.68, Cooksen Wealth, LLC's estimated gain on his VBR holdings is $317,752.60, reflecting a 15.26% gain to date.
Cooksen Wealth, LLC VBR ($197.68) Holding Chart
Cooksen Wealth, LLC VBR ($197.68) 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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