Discipline Wealth Solutions, LLC VBR Holdings History
Discipline Wealth Solutions, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-06-30, Discipline Wealth Solutions, LLC held 13,118.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $2.56 Mil. This investment constitutes 0.98% of their stock portfolio, and Discipline Wealth Solutions, 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 Discipline Wealth Solutions, LLC has made 3 purchases of VBR, at an average price of $181.07, for a total of 15,893.00 shares. In addition, there have been 3 sales at an average price of $192.02 for 2,775.00 shares. Based on historical transaction data and VBR's current price of $200.50, Discipline Wealth Solutions, LLC's estimated gain on his VBR holdings is $285,188.58, reflecting a 9.91% gain to date.
Discipline Wealth Solutions, LLC VBR ($200.50) Holding Chart
Discipline Wealth Solutions, LLC VBR ($200.50) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
